| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $752,069 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $115,150 |
Service code 10 · EIN 13-5160382 | Accounting | $49,654 |
ROPES & GRAY LLP1 year Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $35,224 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,700 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $11,078 |
CALLAN ASSOCIATES1 year Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $7,449 |
ALBOURNE AMERICA LLC1 year Service code 50 · EIN 91-2164625 | Direct Payment | $5,231 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | -96.03% | 4.63%-100.7pp | 29.77%-125.8pp | 12.16%-108.2pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |