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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $333,053 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 21 · EIN 52-1868818 | Bank Trustee | $134,910 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $116,144 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $10,810 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 18.72% | 13.15%+5.6pp | -2.84%+21.6pp | 11.45%+7.3pp |
| Employer contribution / active EE | $39,015 | $23,714+64.5% | $33,329+17.1% | $17,219+126.6% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |