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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,447,060 |
Filed as: ORICK, HERRINGTON, & SUTCLIFFE LLP Service code 29 · EIN 94-2952627 | Legal | $274,371 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $160,032 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $148,434 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $59,839 |
COHN REZNICK LLP1+ years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $40,950 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 20 · EIN 23-0891050 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Trustee (individual); Direct payment ... | $22,261 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.73% | -1.12%-2.6pp | -2.18%-1.5pp | 0.19%-3.9pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |