| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,580,752 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $1,714,117 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $926,634 |
ANTHEM FINANCIAL SERVICES3 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Recordkeeping and information managem... | $624,078 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $273,251 |
CALLAN ASSOCIATES4+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $264,073 |
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $254,699 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $188,964 |
ALBOURNE AMERICA LLC3 years Service code 50 · EIN 91-2164625 | Direct Payment | $152,429 |
CHIPTON-ROSS4+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $147,032 |
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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -3.84% | -1.95%-1.9pp | 12.68%-16.5pp | -1.95%-1.9pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $22,860-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |