| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 17 · EIN 52-1868818 | Pension Consulting | $1,371,199 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $574,922 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $142,851 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 29 · EIN 20-8058531 | Legal | $129,569 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $64,906 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,599 |
BLACKROCK6 years Service code 27 · EIN 30-0587659 | Advisory (Plan) | $35,452 |
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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.86% | 6.42%-4.6pp | 8.92%-7.1pp | 9.30%-7.4pp |
| Employer contribution / active EE | $0 | $10,547-100.0% | $24,457-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |