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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $146,740 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $128,417 |
BANCO POPULAR DE PUERTO RICO10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $46,193 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $29,770 |
ELI LILLY AND COMPANY10+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $21,368 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $20,120 |
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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 | 4.62% | 8.05%-3.4pp | 6.70%-2.1pp | 9.30%-4.7pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |