| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,846,896 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $285,986 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $239,166 |
ROPES & GRAY LLP2 years Service code 29 · EIN 04-2233412 | Legal | $124,218 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $108,429 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $104,352 |
CALLAN ASSOCIATES5+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $100,863 |
ALBOURNE AMERICA LLC4 years Service code 50 · EIN 91-2164625 | Direct Payment | $55,740 |
CHIPTON-ROSS5+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $54,731 |
OSI CONSULTING INC5+ years Service code 16 · EIN 95-4844560 | Consulting | $40,225 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 33.88% | 1023.85%-990.0pp | 29.77%+4.1pp | 1023.85%-990.0pp |
| Employer contribution / active EE | $41,030 | $11,605+253.5% | $33,607+22.1% | $11,605+253.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |