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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $919,989 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $562,292 |
BLACKROCK1+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $80,837 |
LANE GORMAN TRUBITT, PLLC1+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $14,250 |
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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 | $82,591-100.0% | $219,249-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 30.0%-30.0pp | 0.8%-0.8pp |
| Annual return | -2.26% | -0.60%-1.7pp | 1.50%-3.8pp | -0.60%-1.7pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $37,746-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $87-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $0 | $717-100.0% |