| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $491,495 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $241,553 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $211,425 |
Service code 28 · EIN 98-0407588 | Investment Management | $183,059 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $98,696 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $54,227 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $27,666 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $23,023 |
Employer contribution per participant 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.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.31% | 39.99%-45.3pp | 4.36%-9.7pp | 33.37%-38.7pp |
| Employer contribution / active EE | $1,311 | $11,066-88.2% | $27,383-95.2% | $11,253-88.3% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |