| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $281,723 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $108,397 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLC Service code 10 · EIN 39-0859910 | Accounting | $14,700 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $9,644 |
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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 8.27% | 9.42%-1.1pp | 8.46%-0.2pp | 37.77%-29.5pp |
| Employer contribution / active EE | $0 | $16,284-100.0% | $25,175-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |