Filed October 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 ONE LIBERTY PLAZA · NEW YORK, NY 10006 | Actuarial | $652,830 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $639,823 |
CURCIO WEBB2+ years Service code 28 · EIN 36-4171366 | Investment Management | $47,083 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $37,135 |
Service code 28 · EIN 13-5160382 | Investment Management | $14,464 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 17.56% | 11.94%+5.6pp | 6.70%+10.9pp | 8.76%+8.8pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |