| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $4,922,249 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $797,949 |
ANTHEM FINANCIAL SERVICES9 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Float revenue; Claims processing; Oth... | $553,072 |
ROPES & GRAY LLP7 years Service code 29 · EIN 04-2233412 | Legal | $373,423 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $261,830 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $218,738 |
CALLAN ASSOCIATES10+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $214,669 |
ENTERPRISE BANK & TRUST8 years Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $206,765 |
STEPSTONE GROUP LP4 years Service code 16 · EIN 33-1156466 | Consulting | $148,637 |
CHIPTON-ROSS5 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 | Contract Administrator | $142,710 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.55% | 8.85%-4.3pp | 5.04%-0.5pp | 8.85%-4.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $26,454-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $78-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |