| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $6,175,473 |
ANTHEM FINANCIAL SERVICES6 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Direct payment from the plan; Other s... | $662,211 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $652,238 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $510,108 |
ROPES & GRAY LLP4 years Service code 29 · EIN 04-2233412 | Legal | $270,395 |
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $216,564 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $212,556 |
CALLAN ASSOCIATES7+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $159,874 |
ALBOURNE AMERICA LLC6 years Service code 50 · EIN 91-2164625 | Direct Payment | $147,430 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $121,459 |
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 | 10.28% | 13.51%-3.2pp | 7.32%+3.0pp | 13.51%-3.2pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |