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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,065,079 |
PROSPECTOR PARTNERS1+ years Service code 28 · EIN 06-1479651 | Investment Management | $373,801 |
THE WAGNER LAW GROUP1+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $243,528 |
TORRAY LLC1+ years Service code 27 · EIN 06-1757445 | Advisory (Plan) | $161,493 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 14 · EIN 25-1442864 | Plan Administrator | $32,689 |
ALIRT INSURANCE RESEARCH1+ years Service code 23 200 DAY HILL ROAD, STE. 220 · WINDSOR, CT 06095 | Direct payment from the plan; Insuran... | $10,000 |
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 2.96% | 0.06%+2.9pp | -0.81%+3.8pp | -0.60%+3.6pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |