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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $51,000 |
NEPC, LLC5 years Service code 16 · EIN 26-1429809 | Consulting | $36,118 |
SUTTON FROST CARY LLP8+ years Service code 10 · EIN 75-2593210 | Accounting | $23,000 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $21,749 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $16,856 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $14,045 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $11,687 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -19.70% | 0.10%-19.8pp | -4.80%-14.9pp | -14.65%-5.0pp |
| Employer contribution / active EE | $1,500,000 | $45,650+3185.9% | $30,897+4754.8% | $46,321+3138.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |