| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 52-0713201 | Actuarial | $106,351 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS (SSGA) Service code 18 · EIN 81-4017137 | Float revenue; Custodial (securities)... | $77,120 |
WHITLEY PENN LLP6+ years Service code 10 · EIN 75-2393478 | Accounting | $27,063 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $14,622 |
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 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.1%-43.1pp |
| Annual return | 11.52% | 4.61%+6.9pp | 793.01%-781.5pp | 259.19%-247.7pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |