| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $4,434,543 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $725,232 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $470,647 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $250,000 |
LUTZ & COMPANY, PC4+ years Service code 10 · EIN 47-0625816 | Accounting | $46,000 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $30,817 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN AGENCY LLC Service code 11 · EIN 26-3237576 | Actuarial | $28,124 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,011 |
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 | $0 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 33.66% | 13.51%+20.1pp | 4.92%+28.7pp | 13.51%+20.1pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,114-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $79-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |