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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 15 · EIN 53-0181291 | Recordkeeping | $893,499 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,681 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $101,874 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $16,285 |
MILLER & CHEVALIER1 year Filed as: MILLER & CHAVALIER Service code 29 · EIN 52-1212890 | Legal | $10,844 |
Filed as: LOCKTON COMPANIES LLC Service code 27 · EIN 20-3354970 | Advisory (Plan) | $8,500 |
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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 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 13.54% | 19.39%-5.8pp | 4.92%+8.6pp | 19.39%-5.8pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $39,114-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $79-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |