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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 655 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $200,107 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $161,684 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $43,236 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $13,440 |
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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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 2.85% | 5.99%-3.1pp | 6.78%-3.9pp | 7.66%-4.8pp |
| Employer contribution / active EE | $0 | $10,834-100.0% | $25,155-100.0% | $20,614-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |