| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $133,383 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $90,609 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $64,494 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $24,151 |
ROPES & GRAY LLP7 years Service code 29 · EIN 04-2233412 | Legal | $12,345 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $7,803 |
CALLAN ASSOCIATES10+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $7,023 |
ENTERPRISE BANK & TRUST1 year Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $6,490 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.80% | 7.96%-3.2pp | 5.04%-0.2pp | 8.76%-4.0pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |