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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $50,200 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $28,312 |
LOCKE LORD LLP1 year Service code 29 · EIN 74-1164324 | Legal | $19,362 |
SUTTON FROST CARY LLP3+ years Service code 10 · EIN 75-2593210 | Accounting | $18,500 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Account maintenance fees; Custodial (... | $15,596 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 9.51% | 3.14%+6.4pp | 10.53%-1.0pp | 10.21%-0.7pp |
| Employer contribution / active EE | $566,000 | $46,562+1115.6% | $29,360+1827.8% | $42,272+1238.9% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |