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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3051915 | Actuarial | $173,944 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $35,410 |
PFK O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $23,325 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $14,400 |
Filed as: MORGAN STANLEY INST INVEST ADVISOR Service code 27 · EIN 11-3658445 | Advisory (Plan) | $9,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 2.81% | 8.04%-5.2pp | 8.61%-5.8pp | 8.21%-5.4pp |
| Employer contribution / active EE | $0 | $8,285-100.0% | $33,046-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |