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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $264,189 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $58,471 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $49,754 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,044-100.0% | $2,286,405-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 10.5%-10.5pp | 8.4%-8.4pp |
| Annual return | 8.97% | 18.35%-9.4pp | 4.92%+4.1pp | 18.35%-9.4pp |
| Employer contribution / active EE | $0 | $14,669-100.0% | $39,114-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $79-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |