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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $450,091 |
SASCO CAPITAL INC.4+ years Service code 28 · EIN 41-0007957 | Investment Management | $176,950 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $172,630 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN INVESTMENT ADVISORS Service code 28 · EIN 13-3795042 | Investment Management | $136,260 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $89,110 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $87,344 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $19,168 |
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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 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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 9.95% | -1.21%+11.2pp | -0.41%+10.4pp | 0.19%+9.8pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |