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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $400,831 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $271,277 |
PRIME, BUCHHOLZ & ASSOCIATES3+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $170,934 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $81,216 |
SANDERSON ASSET MANAGEMENT3+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $32,707 |
WISS & COMPANY, LLP3+ years Service code 10 · EIN 22-1732349 | Accounting | $21,500 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 21 · EIN 39-1346018 | Bank Trustee | $17,656 |
STATE STREET GLOBAL ADVISORS3+ 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.35% | 12.40%-3.0pp | 10.16%-0.8pp | 23.90%-14.5pp |
| Employer contribution / active EE | $9,807 | $8,748+12.1% | $33,192-70.5% | $16,539-40.7% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |