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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, & VAN OTTERLOO Service code 28 · EIN 04-2691242 | Investment Management | $87,053 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $51,840 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $11,435 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $8,500 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $205,401-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -5.55% | -7.14%+1.6pp | 0.02%-5.6pp | -7.14%+1.6pp |
| Employer contribution / active EE | $6,757 | $14,613-53.8% | $45,513-85.2% | $14,613-53.8% |
| Participant deferral / active EE | $0 | $60-100.0% | $109-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,705-100.0% | $1,191-100.0% |