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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $229,404 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $24,200 |
AMERICAN FUNDS6 years Filed as: CAPITAL INTERNATIONAL, INC Service code 28 · EIN 95-4154361 | Investment Management | $23,285 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $21,442 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 PO BOX 21420 · NEW YORK, NC 10087 | Insurance services | $14,116 |
WALTER & HAVERFIELD LLP4 years Filed as: WALTER & HAVERFIELD, LLP Service code 29 · EIN 34-0602148 | Legal | $9,794 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $9,133 |
Service code 62 | Float revenue | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL TRUST COMPANY Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 8.74% | 6.49%+2.3pp | 6.89%+1.9pp | 13.05%-4.3pp |
| Employer contribution / active EE | $0 | $48,281-100.0% | $43,868-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |