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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $42,985 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $22,294 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & CO P.C. Service code 10 · EIN 06-1009205 | Accounting | $13,100 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -3.36% | -0.81%-2.6pp | -2.90%-0.5pp | 2.81%-6.2pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |