| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $3,794,441 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $731,739 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $472,421 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $265,000 |
LUTZ & COMPANY, PC3+ years Service code 10 · EIN 47-0625816 | Accounting | $46,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,011 |
CONDUENT HR CONSULTING, LLC3+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $6,143 |
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 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 11.44% | 13.80%-2.4pp | 10.03%+1.4pp | 13.80%-2.4pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $38,789-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |