| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5 years Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $243,911 |
MERCER5 years Service code 11 · EIN 13-2834144 | Actuarial | $99,172 |
Service code 28 · EIN 98-0407588 | Investment Management | $98,695 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 36-2235791 | Recordkeeping | $61,046 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $36,017 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,725 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 27 · EIN 30-0282430 | Advisory (Plan) | $22,136 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $12,524 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $12,403 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 10.86% | 11.91%-1.1pp | 36.37%-25.5pp | 13.24%-2.4pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |