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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,324,343 |
MERCER7 years Service code 28 · EIN 30-0282430 | Investment Management | $673,248 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $128,925 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 90 PARK AVE · NEW YORK, NY 10016 | Legal | $52,605 |
HORNE LLP9+ years Service code 10 · EIN 20-1941244 | Accounting | $10,300 |
Service code 49 17 RUTHIE'S LANE · WEST SIMSBURY, CT 06092 | Other Services | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 4.76% | 8.82%-4.1pp | 7.70%-2.9pp | 9.89%-5.1pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,478-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |