| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $970,799 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $403,880 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $118,071 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $64,800 |
ROPES & GRAY LLP2 years Service code 29 · EIN 04-2233412 | Legal | $38,108 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $31,986 |
CALLAN ASSOCIATES5+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $30,987 |
ALBOURNE AMERICA LLC4 years Service code 50 · EIN 91-2164625 | Direct Payment | $17,150 |
CHIPTON-ROSS5+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $9,644 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG Service code 49 731 LEXINGTON AVENUE · NEW YORK, NY 10022 | Other Services | $6,746 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 19.92% | 22.40%-2.5pp | 29.77%-9.8pp | 21.83%-1.9pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |