| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $3,750,927 |
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $443,292 |
JONES DAY1 year Service code 29 · EIN 13-1159213 | Legal | $59,272 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $57,750 |
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $32,749 |
Service code 38 · EIN 20-8535554 | Participant Communication | $19,204 |
KPMG LLP1 year Service code 16 · EIN 13-5565207 | Consulting | $14,000 |
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 16 · EIN 34-1213174 | Consulting | $9,766 |
GOODWIN PROCTER LLP1 year Filed as: GOODWIN PROCTOR LLP Service code 29 · EIN 04-1378465 | Legal | $7,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 8.67% | 10.64%-2.0pp | 3.99%+4.7pp | 10.64%-2.0pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $38,279-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |