Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $403,758 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $113,750 |
JANUS HENDERSON7+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $64,157 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $33,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 11.37% | 35.98%-24.6pp | 10.75%+0.6pp | 15.63%-4.3pp |
| Employer contribution / active EE | $2,341 | $8,396-72.1% | $35,170-93.3% | $11,476-79.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |