| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-0713201 | Actuarial | $82,250 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (directed); Investment manage... | $74,563 |
WHITLEY PENN LLP1+ years Service code 10 · EIN 75-2393478 | Accounting | $23,893 |
K&L GATES1+ years Service code 29 · EIN 25-0921018 | Legal | $14,882 |
Employer contribution per participant 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.
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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -1.26% | -6.67%+5.4pp | -2.90%+1.6pp | -2.16%+0.9pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |