| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $345,613 |
MERCER1 year Service code 11 · EIN 13-2834144 | Actuarial | $199,781 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $173,156 |
Service code 28 · EIN 98-0407588 | Investment Management | $103,115 |
Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $58,314 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,774 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $16,446 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $13,638 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 76.06% | 35.86%+40.2pp | 10.53%+65.5pp | 17.84%+58.2pp |
| Employer contribution / active EE | $12,464 | $23,588-47.2% | $29,360-57.5% | $14,688-15.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |