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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $817,887 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $322,503 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $186,537 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $80,683 |
SANDERSON ASSET MANAGEMENT2+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $35,051 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 21 · EIN 39-1346018 | Bank Trustee | $22,784 |
WISS & COMPANY, LLP2+ years Service code 10 · EIN 22-1732349 | Accounting | $21,000 |
Service code 15 · EIN 94-2856521 | Recordkeeping | $13,072 |
STATE STREET GLOBAL ADVISORS2+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $10,000 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.02% | 5.09%+0.9pp | 5.00%+1.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $17,801 | $7,393+140.8% | $35,918-50.4% | $13,095+35.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |