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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $155,722 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTANT, INC. Service code 11 · EIN 27-2436452 | Actuarial | $68,732 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $15,401 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 06-0571640 | Directed Trustee | $5,901 |
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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 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 16.08% | 13.07%+3.0pp | 11.12%+5.0pp | 13.95%+2.1pp |
| Employer contribution / active EE | $0 | $15,406-100.0% | $22,651-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |