| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER HR SERVICES Service code 14 · EIN 20-1932099 | Plan Administrator | $498,958 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $463,284 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 15 · EIN 36-3109431 | Recordkeeping | $201,785 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $101,157 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 25 · EIN 36-3718331 | Directed Trustee | $28,478 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $25,546 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $15,931 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $12,789 |
Service code 29 · EIN 47-3430297 | Legal | $6,011 |
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.11% | -3.37%-2.7pp | -61.72%+55.6pp | 0.19%-6.3pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |