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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $68,299 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $29,496 |
MARINI & ASSOCIATES, LLC3+ years Service code 10 · EIN 20-4977288 | Accounting | $21,945 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $21,638 |
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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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 11.40% | 15.47%-4.1pp | 14.20%-2.8pp | 10.21%+1.2pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |