| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $530,706 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 36-2235791 | Recordkeeping | $252,375 |
Service code 28 · EIN 98-0407588 | Investment Management | $190,065 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $123,953 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $105,269 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $27,651 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,091 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $24,903 |
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 20.34% | 53.17%-32.8pp | 18.06%+2.3pp | 21.83%-1.5pp |
| Employer contribution / active EE | $2,411 | $14,715-83.6% | $30,411-92.1% | $12,237-80.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |