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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $58,550 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $43,609 |
ADP BROKER-DEALER8+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $14,352 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,400 |
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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 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | -16.58% | -6.11%-10.5pp | -6.07%-10.5pp | -5.25%-11.3pp |
| Employer contribution / active EE | $14,674 | $14,192+3.4% | $37,389-60.8% | $15,161-3.2% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |