| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $3,369,724 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $548,015 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $214,720 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $105,000 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 16 · EIN 20-1932099 | Consulting | $18,558 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 38 · EIN 34-1213174 | Participant Communication | $15,003 |
Z BRAND1 year Service code 38 · EIN 26-4347624 | Participant Communication | $9,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,558-100.0% | $80,977-100.0% | $273,973-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | -101.53% | 15.14%-116.7pp | 17.11%-118.6pp | 41.46%-143.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |