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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $653,130 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 21 · EIN 52-1868818 | Bank Trustee | $464,847 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $388,667 |
BDO USA, LLP2 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,345 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 10.59% | 9.67%+0.9pp | 7.69%+2.9pp | 22.81%-12.2pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |