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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $301,051 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $18,617 |
VERRILL DANA LLP2+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $5,066 |
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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 | $52,729-100.0% | $500,101-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 21.3%-21.3pp | 12.6%-12.6pp |
| Annual return | 8.30% | 4.56%+3.7pp | 2.08%+6.2pp | 4.56%+3.7pp |
| Employer contribution / active EE | $80,818 | $15,526+420.5% | $47,324+70.8% | $15,526+420.5% |
| Participant deferral / active EE | $0 | $97-100.0% | $78-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $1,916-100.0% | $1,711-100.0% |