| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,119,963 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $798,496 |
ANTHEM FINANCIAL SERVICES8 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Float revenue; Direct payment from th... | $660,919 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $482,887 |
CALLAN ASSOCIATES9+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $258,135 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $218,881 |
ROPES & GRAY LLP6 years Service code 29 · EIN 04-2233412 | Legal | $184,055 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $172,498 |
STEPSTONE GROUP LP3 years Service code 16 · EIN 33-1156466 | Consulting | $147,915 |
CHIPTON-ROSS4 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 | Contract Administrator | $130,834 |
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 10.95% | 13.18%-2.2pp | 7.69%+3.3pp | 13.18%-2.2pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,501-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |