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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $122,079 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTANT, INC. Service code 11 · EIN 27-2436452 | Actuarial | $95,348 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $23,288 |
Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 06-0571640 | Directed Trustee | $7,114 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 15.87% | 8.53%+7.3pp | 11.12%+4.8pp | 10.41%+5.5pp |
| Employer contribution / active EE | $0 | $17,436-100.0% | $22,651-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $239-100.0% | $198-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |