| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,296,858 |
EXELON BUSINESS SERVICES CO7+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $602,647 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $226,164 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $76,982 |
ALBOURNE AMERICA LLC5 years Service code 16 · EIN 91-2164625 | Consulting | $40,317 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $30,194 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $28,691 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $15,880 |
BLOOMBERG FINANCE LP6 years Service code 49 · EIN 13-3417984 | Other Services | $12,831 |
EVESTMENT ALLIANCE LLC1 year Service code 16 · EIN 58-2540972 | Consulting | $10,319 |
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.
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -22.66% | 17.17%-39.8pp | 179.55%-202.2pp | 23.41%-46.1pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |