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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $508,946 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $428,396 |
BLACKROCK4 years Service code 51 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Mgmt Fees | $125,897 |
LOOMIS SAYLES3 years Filed as: LOOMS SAYLES Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $27,223 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS Service code 51 · EIN 04-6551722 | Investment Mgmt Fees | $27,207 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $21,308 |
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD Service code 51 · EIN 39-2008435 | Investment Mgmt Fees | $20,444 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $18,664 |
Filed as: CAUSEWAY Service code 51 11111 SANTA MONICA BOULEVARD, 15TH · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $14,423 |
Filed as: EAGLE Service code 51 880 CARILLION PARKWAY ST · ST. PETERSBURG, FL 33716 | Investment Mgmt Fees | $13,829 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 6.52% | 5.87%+0.7pp | 6.70%-0.2pp | 7.65%-1.1pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |