| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $351,341 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $289,190 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $158,010 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $80,850 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $77,899 |
CHIPTON-ROSS1 year Service code 13 · EIN 39-1341435 | Contract Administrator | $12,089 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 49 10230 HUMBOLDT AVE SOUTH · BLOOMINGTON, MN 55431 | Other Services | $9,810 |
CALLAN ASSOCIATES2+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $8,809 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENT COMPANY Service code 13 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Contract Administrator | $8,103 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.16% | 17.94%-10.8pp | 5.44%+1.7pp | 7.18%0pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |