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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWER WATSON US LLC Service code 15 · EIN 53-0181291 | Recordkeeping | $903,000 |
Filed as: GLOBAL INFRASTRUCTURE MANAGEMENT Service code 28 · EIN 20-5504170 | Investment Management | $616,000 |
BROOKFIELD3 years Filed as: BROOKFIELD STRATEGIC Service code 28 250 VESEY STREET · NEW YORK, NY 102811023 | Investment Management | $592,000 |
BLACKROCK2 years Service code 70 · EIN 94-3127830 | Consulting Fees | $458,000 |
WARREN AVERETT, LLC3 years Filed as: WARREN EQUITY PARTNERS, LLC Service code 18 1030 2ND STREET · JACKSON BEACH, FL 32250 | Direct payment from the plan; Investm... | $328,000 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 125 HIGH STREET · BOSTON, MA 021102122 | Investment Management | $280,000 |
MERCER2 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $264,000 |
BRANDES INVESTMENT PARTNERS2 years Filed as: BRANDES INVESTMENT PARTNERS,L.P. Service code 28 · EIN 36-7202056 | Investment Management | $188,000 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 25-6078093 | Investment management; Direct payment... | $186,000 |
BRIGHTON JONES LLC3 years Filed as: BRIGHTON PARK CAPITAL Service code 28 330 RAILROAD AVE, · GREENWICH, CT 06830 | Investment Management | $184,000 |
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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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 9.58% | 9.11%+0.5pp | 9.57%0pp | 9.11%+0.5pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $39,814-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |