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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 28 · EIN 30-0282430 | Investment Management | $894,307 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $399,759 |
Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $263,477 |
HORNE LLP6+ years Service code 10 · EIN 20-1941244 | Accounting | $16,000 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 15.15% | 13.15%+2.0pp | -2.84%+18.0pp | 11.45%+3.7pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |