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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 | $84,834 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $64,882 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $54,303 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $32,272 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 27-1301141 | Investment Management | $31,124 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $29,430 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $28,706 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.09% | -0.43%-1.7pp | -3.43%+1.3pp | -0.60%-1.5pp |
| Employer contribution / active EE | $11,268 | $10,132+11.2% | $25,607-56.0% | $12,272-8.2% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |