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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $662,491 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $129,496 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $29,046 |
TRUSTEES OF IOPT2+ years Service code 14 · EIN 13-6312183 | Plan Administrator | $9,245 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.53% | 5.13%+3.4pp | 4.74%+3.8pp | 7.18%+1.3pp |
| Employer contribution / active EE | $13,880 | $14,689-5.5% | $36,089-61.5% | $13,095+6.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |