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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $678,220 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $542,753 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $330,664 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $223,697 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,416 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $36,724 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $11,025 |
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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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 11.29% | 37.77%-26.5pp | 14.20%-2.9pp | 37.77%-26.5pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $29,492-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |