| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $891,362 |
GOLDMAN SACHS4+ years Service code 28 · EIN 13-3575636 | Investment Management | $533,813 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 15 · EIN 22-3513863 | Recordkeeping | $490,867 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 36-4291971 | Investment Management | $159,241 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $152,547 |
WINDSTREAM4+ years Filed as: WINDSTREAM SERVICES LLC Service code 35 · EIN 85-2049794 | Employee (plan sponsor) | $113,100 |
THOMPSON HINE4+ years Service code 29 · EIN 34-0575300 | Legal | $111,049 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 86-3510848 | Advisory (Plan) | $79,569 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $55,057 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 31 · EIN 94-2192581 | Named fiduciary | $48,480 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 5.46% | 9.11%-3.6pp | 10.60%-5.1pp | 9.11%-3.6pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $43,831-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |