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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $449,422 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $200,250 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $166,629 |
FOLEY & LARDNER LLP5+ years Service code 29 · EIN 39-0473800 | Legal | $42,581 |
WITHUMSMITH+BROWN, PC5+ years Filed as: RUBIN BROWN LLP Service code 16 · EIN 43-0765316 | Consulting | $17,000 |
USI CONSULTING GROUP2 years Service code 16 · EIN 06-1053228 | Consulting | $5,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -18.00% | -15.92%-2.1pp | -8.80%-9.2pp | 39.82%-57.8pp |
| Employer contribution / active EE | $0 | $30,693-100.0% | $43,463-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |