| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $373,159 |
THE BANK OF NEW YORK MELLON3+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $117,647 |
Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $17,647 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 | Bank Trustee | $6,987 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 1.54% | 13.30%-11.8pp | 4.36%-2.8pp | -0.69%+2.2pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $27,383-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |