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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $389,691 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 27 655 BROAD STREET · NEWARK, NJ 07102 | Advisory (Plan) | $108,356 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $84,784 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $31,620 |
BLACKROCK8+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $30,537 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $22,938 |
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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% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -16.23% | 23.41%-39.6pp | -10.68%-5.6pp | 23.41%-39.6pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $48,995-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |