| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER HR SERVICES Service code 14 · EIN 20-1932099 | Plan Administrator | $470,360 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 27-2436452 | Recordkeeping | $429,145 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $91,110 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 25 · EIN 36-3718331 | Directed Trustee | $68,845 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $61,969 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $41,755 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $24,804 |
NORTON ROSE FULBRIGHT3+ years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $22,699 |
Filed as: STATE STREET Service code 19 · EIN 81-4017137 | Securities Custodian | $17,139 |
Service code 29 · EIN 47-3430297 | Legal | $13,918 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 14.72% | 12.03%+2.7pp | 14.41%+0.3pp | 23.90%-9.2pp |
| Employer contribution / active EE | $0 | $30,615-100.0% | $45,283-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |