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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,222,919 |
PENSION ASSURANCE LLP9 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST. NW · WASHINGTON, DC 20005 | Insurance services | $766,994 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $471,182 |
CONSULTIVA INTERNATIONAL10+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $62,132 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $46,739 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $34,447 |
NEWTON3 years Service code 28 · EIN 13-2662736 | Investment Management | $15,513 |
DCM ADVISORS3 years Service code 28 · EIN 13-3441185 | Investment Management | $6,447 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.66% | 5.34%-2.7pp | 9.17%-6.5pp | 9.30%-6.6pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |