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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,161,363 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $490,205 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $15,757 |
AON CONSULTING1+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $10,085 |
QRDO CONSULTANTS1+ years Filed as: QRDO CONSULTANTS CO. LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $3,900 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 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 | $57,821-100.0% | $500,101-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 21.3%-21.3pp | 5.5%-5.5pp |
| Annual return | 11.17% | 5.86%+5.3pp | 2.08%+9.1pp | 5.86%+5.3pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $47,324-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $78-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,916-100.0% | $387-100.0% |