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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $34,215 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $22,970 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-3080210 | Recordkeeping Fees | $1,669 |
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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 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -0.30% | -1.93%+1.6pp | -2.52%+2.2pp | -7.14%+6.8pp |
| Employer contribution / active EE | $0 | $13,932-100.0% | $109,954-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |