Filed October 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 ONE LIBERTY PLAZA · NEW YORK, NY 10006 | Actuarial | $315,459 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 1633 BROADWAY · NEW YORK, NC 10019 | Investment Management | $165,876 |
CURCIO WEBB1+ years Service code 28 · EIN 36-4171366 | Investment Management | $14,792 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 0.00% | 20.09%-20.1pp | 15.31%-15.3pp | 37.77%-37.8pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |