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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $356,441 |
Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $67,742 |
Filed as: VOYA CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $35,913 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $32,366 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,350 |
VICTORY2+ years Filed as: VICTORY CAPITAL MAMAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $15,478 |
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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% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 3.80% | 4.69%-0.9pp | 5.44%-1.6pp | 4.56%-0.8pp |
| Employer contribution / active EE | $236,707 | $15,631+1414.3% | $25,481+829.0% | $15,526+1424.6% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |