| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $247,746 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $189,798 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $41,596 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $12,563 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $7,603 |
Annual investment return 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.
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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -27.86% | -10.02%-17.8pp | -4.80%-23.1pp | -5.25%-22.6pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |