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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $538,320 |
MERCER8 years Service code 28 · EIN 30-0282430 | Investment Management | $136,438 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 90 PARK AVE · NEW YORK, NY 10016 | Legal | $54,610 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $48,477 |
HORNE LLP10+ years Service code 10 · EIN 20-1941244 | Accounting | $6,000 |
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -6.48% | 3.31%-9.8pp | 5.04%-11.5pp | 13.05%-19.5pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |