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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $1,099,000 |
Filed as: WILLIS TOWER WATSON US LLC Service code 15 · EIN 53-0181291 | Recordkeeping | $1,025,000 |
Filed as: GLOBAL INFRASTRUCTURE MANAGEMENT Service code 28 · EIN 20-5504170 | Investment Management | $555,000 |
BROOKFIELD1 year Filed as: BROOKFIELD STRATEGIC Service code 28 250 VESEY STREET 15TH FLOOR · NEW YORK, NY 102811023 | Investment Management | $526,000 |
Filed as: BLUE CROSS BLUE SHIELD Service code 12 · EIN 13-5656874 | Claims processing | $362,000 |
MORNEAU SHEPELL1 year Service code 12 · EIN 52-1883918 | Claims processing | $356,000 |
WARREN AVERETT, LLC1 year Filed as: WARREN EQUITY PARTNERS, LLC Service code 28 1030 2ND STREET SUITE 201 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $242,000 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 125 HIGH STREET · BOSTON, MA 021102122 | Investment Management | $240,000 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 25-6078093 | Custodial (other than securities); Di... | $236,000 |
Service code 28 · EIN 36-7202056 | Investment Management | $199,000 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 12.30% | 15.63%-3.3pp | 8.88%+3.4pp | 15.63%-3.3pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $42,607-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |