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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $2,383,586 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS CAPITAL LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $2,118,670 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $506,619 |
Service code 28 · EIN 95-2705767 | Investment Management | $263,786 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $234,397 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $163,878 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $129,278 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 49 1 CONGRESS STREET · BOSTON, MA 02111 | Other Services | $114,101 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $100,000 |
K&L GATES1 year Service code 29 210 SIXTH AVENUE · PITTSBURGH, PA 152222613 | Legal | $22,215 |
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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 | $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 | 7.70% | 9.11%-1.4pp | 10.60%-2.9pp | 9.11%-1.4pp |
| 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% |