| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 17 · EIN 52-1868818 | Pension Consulting | $930,757 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $846,515 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $329,678 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 29 · EIN 20-8058531 | Legal | $243,339 |
BLACKROCK3 years Filed as: BLACKROCK CORP. Service code 27 · EIN 80-0291402 | Advisory (Plan) | $157,055 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $109,964 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $37,453 |
SB & COMPANY, LLC7+ years Service code 10 · EIN 20-2153727 | Accounting | $32,300 |
QUARLES & BRADY LLP7+ years Filed as: QUARLES & BRADY Service code 29 · EIN 39-0432630 | Legal | $16,340 |
Annual investment return 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.
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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 1.54% | 8.42%-6.9pp | 11.38%-9.8pp | 15.63%-14.1pp |
| Employer contribution / active EE | $0 | $5,390-100.0% | $18,467-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |