| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $672,540 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $63,573 |
MSX INTERNATIONAL1+ years Service code 21 · EIN 38-3323110 | Bank Trustee | $46,440 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 38-2029668 | Accounting | $23,300 |
PROMOTE COMMUNICATIONS1+ years Service code 36 · EIN 36-2581002 | Copying and duplicating | $12,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.98% | -0.43%-3.5pp | -3.43%-0.6pp | -0.60%-3.4pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |