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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $389,674 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $193,217 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 26 · EIN 42-1520346 | Advisory (Participants) | $128,218 |
PRIME, BUCHHOLZ & ASSOCIATES10+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $107,183 |
WISS & COMPANY, LLP10+ years Service code 10 · EIN 22-1732349 | Accounting | $26,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.35% | 8.46%-7.1pp | 9.82%-8.5pp | 8.76%-7.4pp |
| Employer contribution / active EE | $21,898 | $11,054+98.1% | $30,322-27.8% | $16,664+31.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |