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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $878,622 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $120,535 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $116,671 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $15,740 |
Filed as: QDRO CONSULTANTS CO.LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $5,000 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 22.46% | 9.32%+13.1pp | 10.53%+11.9pp | 9.30%+13.2pp |
| Employer contribution / active EE | $0 | $14,511-100.0% | $26,797-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |