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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $928,703 |
SEI INVESTMENTS5 years Service code 21 · EIN 23-3060382 | Bank Trustee | $675,934 |
Filed as: PETER CHANG ENTERPRISES Service code 13 · EIN 38-2958486 | Contract Administrator | $157,688 |
PBI3 years Filed as: PBI RESEARCH SERVICES LLP Service code 49 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $78,496 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $21,800 |
DYKEMA GOSSETT PLLC2 years Service code 29 · EIN 38-1446628 | Legal | $15,149 |
ACRO SERVICE CORPORATION5 years Service code 49 · EIN 38-2413629 | Other Services | $6,880 |
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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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.78% | 7.96%-6.2pp | 5.04%-3.3pp | 8.76%-7.0pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |