| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,617,642 |
ANTHEM FINANCIAL SERVICES7+ years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Float revenue; Other services; Record... | $646,997 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $474,227 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $252,608 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $178,340 |
ROPES & GRAY LLP4 years Service code 29 · EIN 04-2233412 | Legal | $119,997 |
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $95,854 |
CALLAN ASSOCIATES7+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $71,871 |
CHIPTON-ROSS2 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 | Contract Administrator | $65,990 |
ALBOURNE AMERICA LLC6 years Service code 50 · EIN 91-2164625 | Direct Payment | $65,544 |
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 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 9.87% | 19.39%-9.5pp | 7.32%+2.6pp | 19.39%-9.5pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $23,426-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |