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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $587,909 |
Service code 28 · EIN 95-2705767 | Investment Management | $232,314 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $93,263 |
LCG ASSOCIATES, INC.5 years Service code 17 · EIN 75-1680350 | Pension Consulting | $87,000 |
BLACKROCK5 years Service code 24 · EIN 94-3112180 | Discretionary Trustee | $69,544 |
HAM, LANGSTON & BREZINA, LLP8+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $18,038 |
GARY A NAGLER PLLC4 years Filed as: GARY A. NAGLER AND ASSOCIATES Service code 29 · EIN 76-0622745 | Legal | $16,104 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -17.74% | -13.75%-4.0pp | -4.80%-12.9pp | 23.41%-41.2pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |