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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $59,700 |
NEPC, LLC6 years Service code 16 · EIN 26-1429809 | Consulting | $31,583 |
SUTTON FROST CARY LLP9+ years Service code 10 · EIN 75-2593210 | Accounting | $24,000 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $21,579 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $21,436 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $11,682 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $9,670 |
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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 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 9.34% | 16.55%-7.2pp | 15.31%-6.0pp | 24.44%-15.1pp |
| Employer contribution / active EE | $1,500,000 | $42,466+3432.2% | $28,686+5129.0% | $41,348+3527.8% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |