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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELEWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $872,373 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $457,800 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $155,481 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $105,000 |
LAZARD ASSET MANAGEMENT7 years Service code 28 · EIN 20-4571006 | Investment Management | $61,247 |
JONES & ROTH, PC9+ years Service code 10 · EIN 93-0819646 | Accounting | $21,800 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,594 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 9.99% | 8.00%+2.0pp | 7.69%+2.3pp | 37.74%-27.8pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |