| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $379,233 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $78,515 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $14,685 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $7,165 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.44% | 3.60%+1.8pp | 4.95%+0.5pp | 8.76%-3.3pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |