| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $735,449 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $140,065 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $114,111 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $80,654 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $65,363 |
ROPES & GRAY LLP7 years Service code 29 · EIN 04-2233412 | Legal | $41,133 |
CALLAN ASSOCIATES10+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $23,452 |
ENTERPRISE BANK & TRUST2 years Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $21,706 |
STEPSTONE GROUP LP3 years Service code 16 · EIN 33-1156466 | Consulting | $16,381 |
CHIPTON-ROSS5 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 | Contract Administrator | $12,585 |
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 | 3.56% | 10.00%-6.4pp | 5.04%-1.5pp | 9.30%-5.7pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |