| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,306,295 |
ANTHEM FINANCIAL SERVICES4 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Other services; Recordkeeping and inf... | $711,463 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $620,269 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $518,539 |
ROPES & GRAY LLP2 years Service code 29 · EIN 04-2233412 | Legal | $326,684 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $273,648 |
CALLAN ASSOCIATES5+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $268,973 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $202,952 |
ALBOURNE AMERICA LLC4 years Service code 50 · EIN 91-2164625 | Direct Payment | $146,857 |
CHIPTON-ROSS5+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $112,837 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 26.85% | 24.48%+2.4pp | 29.77%-2.9pp | 24.48%+2.4pp |
| Employer contribution / active EE | $222 | $9,418-97.6% | $33,607-99.3% | $9,418-97.6% |
| Participant deferral / active EE | $0 | $501-100.0% | $96-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |