| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $721,676 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $713,402 |
THE BANK OF NEW YORK MELLON8 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $90,520 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $67,936 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $28,875 |
STATE STREET GLOBAL ADVISORS5 years Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $28,404 |
Service code 28 · EIN 26-0240191 | Investment Management | $20,976 |
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.31% | 8.05%-8.4pp | 6.70%-7.0pp | 9.30%-9.6pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |