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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 15 · EIN 53-0181291 | Recordkeeping | $676,759 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $211,517 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $132,780 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $17,891 |
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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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 16.33% | 9.11%+7.2pp | 7.26%+9.1pp | 9.11%+7.2pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $34,949-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |