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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $56,251 |
SEI INVESTMENTS5 years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $40,006 |
ADP BROKER-DEALER10+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $15,081 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,800 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 9.57% | 11.15%-1.6pp | 5.83%+3.7pp | 8.21%+1.4pp |
| Employer contribution / active EE | $15,507 | $9,842+57.6% | $38,332-59.5% | $13,841+12.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $165-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |