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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, & VAN OTTERLOO Service code 28 | Investment Management | $71,852 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $56,799 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $11,193 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $8,700 |
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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 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | 2.11% | 1.12%+1.0pp | 2.04%+0.1pp | 4.56%-2.5pp |
| Employer contribution / active EE | $10,714 | $8,854+21.0% | $57,418-81.3% | $15,526-31.0% |
| Participant deferral / active EE | $0 | $461-100.0% | $123-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |