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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $27,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,979 |
ICE MILLER LLP1 year Service code 29 · EIN 35-0874357 | Legal | $12,014 |
BGBC PARTNERS LLP3+ years Service code 10 · EIN 20-5804172 | Accounting | $7,500 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3194849 | Investment Management | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | 14.51% | 16.84%-2.3pp | 16.32%-1.8pp | 12.16%+2.3pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |