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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $147,026 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $142,032 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $74,943 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $58,074 |
Filed as: VOYA CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $26,973 |
VICTORY1+ years Filed as: VICTORY CAPITAL MAMAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $18,835 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Management | $14,332 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $13,700 |
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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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -2.59% | -1.73%-0.9pp | -3.43%+0.8pp | -7.14%+4.5pp |
| Employer contribution / active EE | $241,003 | $18,310+1216.2% | $25,607+841.2% | $14,613+1549.2% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |