| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $251,612 |
MERCER4 years Service code 11 · EIN 13-2834144 | Actuarial | $116,328 |
Service code 28 · EIN 98-0407588 | Investment Management | $92,482 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 36-2235791 | Recordkeeping | $66,498 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $33,041 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,938 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $12,343 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $11,851 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LP Service code 29 · EIN 58-0946915 | Legal | $9,030 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 14.03% | 16.36%-2.3pp | 793.01%-779.0pp | 11.45%+2.6pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |