| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0240191 | Investment Management | $122,922 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $82,532 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $46,000 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $31,457 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $12,083 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $11,354 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $5,932 |
Service code 49 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 5.19% | 20.09%-14.9pp | 15.31%-10.1pp | 37.77%-32.6pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |