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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 90-0337987 | Bank Trustee | $400,619 |
LAZARD ASSET MANAGEMENT4 years Service code 49 · EIN 20-4571006 | Other Services | $268,668 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 49 · EIN 04-3480839 | Other Services | $216,109 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 49 · EIN 36-4291971 | Other Services | $120,000 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $73,981 |
JONES & ROTH, PC6+ years Service code 10 · EIN 93-0819646 | Accounting | $19,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.44% | 24.77%-10.3pp | -2.84%+17.3pp | 12.86%+1.6pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |