| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,073,204 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $542,502 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $467,518 |
MERCER1+ years Filed as: MERCER (US), INC. Service code 15 · EIN 13-2834414 | Recordkeeping | $452,820 |
MILLER & CHEVALIER1+ years Service code 29 · EIN 52-1212890 | Legal | $260,023 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $250,000 |
RUSSELL PRINTING1+ years Service code 36 · EIN 63-0180720 | Copying and duplicating; Direct payme... | $82,565 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $80,716 |
LUTZ & COMPANY, PC1+ years Service code 10 · EIN 47-0625816 | Accounting | $71,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $63,163 |
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 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | 53.71% | -1.95%+55.7pp | -2.99%+56.7pp | -1.95%+55.7pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $41,623-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $35-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |