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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $780,142 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $289,591 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $230,240 |
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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 | $24,265-100.0% | $84,245-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 10.4%-10.4pp |
| Annual return | 4.36% | 7.33%-3.0pp | 1.43%+2.9pp | 9.31%-5.0pp |
| Employer contribution / active EE | $289,188 | $19,279+1400.0% | $17,287+1572.9% | $13,179+2094.3% |
| Participant deferral / active EE | $0 | $0 | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $380-100.0% | $4,785-100.0% |