| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $23,239 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $13,724 |
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $8,092 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 6.24% | 1.57%+4.7pp | 3.99%+2.3pp | 4.16%+2.1pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |