| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $5,208,512 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $758,609 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $523,225 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $503,799 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $167,500 |
Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $102,689 |
Filed as: FIDELITY Service code 11 · EIN 04-2647786 | Actuarial | $99,680 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $84,400 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $83,533 |
LUTZ & COMPANY, PC5+ years Service code 10 · EIN 47-0625816 | Accounting | $53,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,278,297-100.0% | $2,278,297-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -85.83% | -14.95%-70.9pp | 111.29%-197.1pp | -14.65%-71.2pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |