| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $322,616 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $202,273 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $86,325 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $21,453 |
ROPES & GRAY LLP2 years Service code 29 · EIN 04-2233412 | Legal | $11,122 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $9,352 |
CALLAN ASSOCIATES5+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $9,053 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $6,534 |
ALBOURNE AMERICA LLC3 years Service code 50 · EIN 91-2164625 | Direct Payment | $5,007 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 19.64% | 22.40%-2.8pp | 29.77%-10.1pp | 21.83%-2.2pp |
| Employer contribution / active EE | $8,403 | $13,519-37.8% | $33,607-75.0% | $12,237-31.3% |
| Participant deferral / active EE | $1,788 | $806+122.0% | $96+1760.3% | $987+81.1% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |