| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $201,711 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $142,349 |
THE BANK OF NEW YORK MELLON4+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $75,272 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $31,120 |
Filed as: BLUE & COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $19,200 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $15,608 |
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 11.04% | 15.46%-4.4pp | 18.06%-7.0pp | 16.32%-5.3pp |
| Employer contribution / active EE | $0 | $10,289-100.0% | $30,411-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |