| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $883,930 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $821,980 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $603,631 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO, Service code 28 · EIN 36-6019047 | Investment Management | $232,208 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $202,953 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $157,326 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $95,302 |
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 38-2029668 | Accounting | $19,900 |
Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $15,457 |
MSX INTERNATIONAL3+ years Service code 17 · EIN 38-3323110 | Pension Consulting | $13,939 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.89% | 79.68%-65.8pp | 16.78%-2.9pp | 23.90%-10.0pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |