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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL INFRASTRUCTURE MANAGEMENT Service code 28 · EIN 20-5504170 | Investment Management | $1,025,000 |
BLACKROCK1 year Service code 70 · EIN 94-3127830 | Consulting Fees | $958,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON US LLC Service code 15 · EIN 53-0181291 | Recordkeeping | $871,000 |
BROOKFIELD2 years Filed as: BROOKFIELD STRATEGIC Service code 28 250 VESEY STREET · NEW YORK, NY 102811023 | Investment Management | $445,000 |
MERCER1 year Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $410,000 |
Service code 28 · EIN 47-1175357 | Investment Management | $293,000 |
Filed as: BLUE CROSS BLUE SHIELD Service code 12 · EIN 13-5656874 | Claims processing | $254,000 |
WARREN AVERETT, LLC2 years Filed as: WARREN EQUITY PARTNERS, LLC Service code 18 1030 2ND STREET · JACKSON BEACH, FL 32250 | Custodial (other than securities); In... | $224,000 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 82-0820670 | Investment Management | $213,000 |
MORNEAU SHEPELL2 years Service code 12 · EIN 52-1883918 | Claims processing | $212,000 |
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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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -7.88% | 23.41%-31.3pp | -10.12%+2.2pp | 23.41%-31.3pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $47,166-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |