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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $10,400 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $10,000 |
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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 | $430,769-100.0% | $171,128-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 75.3%-75.3pp | 90.6%-90.6pp |
| Annual return | 12.12% | 10.77%+1.4pp | 3.91%+8.2pp | 10.77%+1.4pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $8,679-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |