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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2+ years Service code 28 · EIN 47-3503928 | Investment Management | $310,466 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $206,066 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $65,987 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS LLP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,500 |
SCHENCK SC1 year Service code 10 · EIN 39-1173131 | Accounting | $12,200 |
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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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 0.72% | 28.71%-28.0pp | 7.98%-7.3pp | 9.19%-8.5pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |