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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $405,364 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $105,182 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 20 · EIN 13-2834414 | Trustee (individual) | $31,575 |
VERRILL DANA LLP1+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $20,327 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & COMPANY P.C. Service code 10 · EIN 06-1009205 | Accounting | $17,770 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,876-100.0% | $177,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 11.8%-11.8pp | 15.7%-15.7pp |
| Annual return | -3.04% | -7.14%+4.1pp | -2.52%-0.5pp | -7.14%+4.1pp |
| Employer contribution / active EE | $0 | $14,613-100.0% | $82,375-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $201-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $1,917-100.0% | $1,191-100.0% |