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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $163,316 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $159,901 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $74,092 |
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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 | $112,259-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.6%-13.6pp | 0.0%0pp |
| Annual return | 7.37% | 10.61%-3.2pp | -0.21%+7.6pp | 10.61%-3.2pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $24,124-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $350-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $5,412-100.0% | - |