| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $14,600 |
ALIGHT SOLUTIONS LLC2+ years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $9,873 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $6,503 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,369-100.0% | - | $349,369-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -99.39% | -21.89%-77.5pp | 179.55%-278.9pp | -14.65%-84.7pp |
| Employer contribution / active EE | $0 | $32,024-100.0% | $24,917-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |