| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $916,341 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $266,806 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $106,100 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $53,537 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $39,560 |
ROPES & GRAY LLP4 years Service code 29 · EIN 04-2233412 | Legal | $30,454 |
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $24,130 |
CALLAN ASSOCIATES7+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $17,756 |
ALBOURNE AMERICA LLC6 years Service code 50 · EIN 91-2164625 | Direct Payment | $16,530 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,075 |
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 9.22% | 9.47%-0.3pp | 7.32%+1.9pp | 15.63%-6.4pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |