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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,391,737 |
ALSTON & BIRD LLP1+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $992,131 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $503,534 |
CURCIO WEBB1+ years Service code 28 · EIN 36-4171366 | Investment Management | $422,973 |
SIMPSON THATCHER & BARTLETT LLP1+ years Service code 29 · EIN 13-5395280 | Legal | $326,688 |
MERCER1+ years Service code 15 · EIN 20-1932099 | Recordkeeping | $216,836 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $150,798 |
CHERRY BEKAERT LLP1+ years Service code 10 · EIN 56-0574444 | Accounting | $36,000 |
PENSION BENEFIT INFORMATION1+ years Service code 49 · EIN 94-2856521 | Other Services | $13,796 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $42,250-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 18.8%-18.8pp | 1.9%-1.9pp |
| Annual return | 13.78% | 23.90%-10.1pp | 7.25%+6.5pp | 23.90%-10.1pp |
| Employer contribution / active EE | $31,308 | $16,539+89.3% | $33,137-5.5% | $16,539+89.3% |
| Participant deferral / active EE | $0 | $350-100.0% | $13-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $159-100.0% | $18,975-100.0% |