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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 90-0337987 | Bank Trustee | $572,795 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 20-4571006 | Investment Management | $269,271 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 · EIN 04-3480839 | Investment Management | $230,071 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $120,000 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $84,868 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $20,200 |
Filed as: RETIREMENT CLEARINGHOUSE, LLC Service code 49 · EIN 26-0008851 | Other Services | $5,040 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 10.46% | 9.47%+1.0pp | 7.32%+3.1pp | 15.63%-5.2pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |