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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $101,031 |
BLACKROCK4+ years Service code 27 40 EAST, 52ND STREET · NEW YORK, NY 10022 | Advisory (Plan) | $23,862 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $14,382 |
IRON MOUNTAIN1 year Service code 27 · EIN 23-2588479 | Advisory (Plan) | $11,308 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $136,833-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 12.5%-12.5pp | 2.5%-2.5pp |
| Annual return | 6.06% | 8.25%-2.2pp | -1.97%+8.0pp | 8.25%-2.2pp |
| Employer contribution / active EE | $0 | $18,668-100.0% | $19,908-100.0% | $18,668-100.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0 | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $5,412-100.0% | $200-100.0% |