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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $537,795 |
Filed as: ORICK, HERRINGTON, & SUTCLIFFE LLP Service code 29 · EIN 94-2952627 | Legal | $269,438 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $213,170 |
Filed as: WILLIS TOWERS WATSON INVESTMENT SER Service code 28 · EIN 82-6695738 | Investment Management | $165,000 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $60,081 |
COHN REZNICK LLP3+ years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $43,500 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 18.54% | 9.58%+9.0pp | 9.52%+9.0pp | 11.45%+7.1pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |