| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,958,359 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $596,314 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $424,064 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $101,641 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $100,875 |
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $95,327 |
CALLAN ASSOCIATES4+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $94,852 |
CHIPTON-ROSS4+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $84,804 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $72,296 |
ALBOURNE AMERICA LLC3 years Service code 50 · EIN 91-2164625 | Direct Payment | $57,661 |
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 | $0 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -3.86% | 73.13%-77.0pp | 12.68%-16.5pp | 73.13%-77.0pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $22,860-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $123-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |