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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 15 · EIN 53-0181291 | Recordkeeping | $1,339,297 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $402,400 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $123,073 |
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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 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 14.44% | 5230.06%-5215.6pp | 21681.50%-21667.1pp | 5230.06%-5215.6pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $87,430-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $70-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |