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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $447,015 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $334,839 |
PRIME, BUCHHOLZ & ASSOCIATES7+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $130,742 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $93,145 |
SANDERSON ASSET MANAGEMENT7+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $38,262 |
WISS & COMPANY, LLP7+ years Service code 10 · EIN 22-1732349 | Accounting | $22,000 |
STATE STREET GLOBAL ADVISORS7+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $6,237 |
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Annual investment return 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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | -1.21% | 9.72%-10.9pp | 10.75%-12.0pp | 13.24%-14.4pp |
| Employer contribution / active EE | $21,212 | $10,988+93.1% | $35,170-39.7% | $14,616+45.1% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |