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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $69,001 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $37,418 |
ADP BROKER-DEALER9+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $17,730 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,600 |
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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 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | 12.12% | 1.58%+10.5pp | 7.47%+4.7pp | 9.89%+2.2pp |
| Employer contribution / active EE | $13,539 | $9,266+46.1% | $44,557-69.6% | $14,313-5.4% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |