| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,405,951 |
MERCER2 years Service code 28 · EIN 12-2834414 | Investment Management | $544,644 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $89,709 |
CROWE LLP6+ years Service code 10 · EIN 35-0921680 | Accounting | $32,471 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -1.14% | 7.96%-9.1pp | 5.04%-6.2pp | 8.76%-9.9pp |
| Employer contribution / active EE | $78,891 | $15,125+421.6% | $26,454+198.2% | $16,664+373.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |