| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $6,225,665 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $823,385 |
ANTHEM FINANCIAL SERVICES5 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Direct payment from the plan; Recordk... | $661,019 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $632,580 |
ROPES & GRAY LLP3 years Service code 29 · EIN 04-2233412 | Legal | $366,563 |
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $359,377 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $255,922 |
CALLAN ASSOCIATES6+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $246,320 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $160,259 |
ALBOURNE AMERICA LLC5 years Service code 50 · EIN 91-2164625 | Direct Payment | $150,560 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 16.65% | 13.80%+2.8pp | -2.84%+19.5pp | 13.80%+2.8pp |
| Employer contribution / active EE | $19,502 | $10,386+87.8% | $33,329-41.5% | $10,386+87.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $51-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |