| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,452,825 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $936,558 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 17 · EIN 52-1868818 | Pension Consulting | $388,000 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 29 · EIN 20-8058531 | Legal | $192,112 |
BLACKROCK4 years Service code 27 · EIN 30-0587659 | Advisory (Plan) | $97,634 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $95,240 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $87,361 |
SB & COMPANY, LLC8+ years Service code 10 · EIN 20-2153727 | Accounting | $33,250 |
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 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -19.83% | -18.55%-1.3pp | -2.63%-17.2pp | 23.41%-43.2pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |