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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $446,379 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $342,875 |
PRIME, BUCHHOLZ & ASSOCIATES6+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $123,360 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $97,430 |
SANDERSON ASSET MANAGEMENT6+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $30,010 |
WISS & COMPANY, LLP6+ years Service code 10 · EIN 22-1732349 | Accounting | $21,500 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 21 · EIN 39-1346018 | Bank Trustee | $16,606 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 15.56% | 10.64%+4.9pp | 90.61%-75.1pp | 11.45%+4.1pp |
| Employer contribution / active EE | $19,391 | $11,339+71.0% | $32,730-40.8% | $17,219+12.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |