Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $933,672 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $156,381 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $59,689 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $35,174 |
KILPATRICK TOWNSEND6 years Service code 29 · EIN 58-0511774 P.O. BOX 945614 · ATLANTA, GA 30394 | Legal | $10,969 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -2.40% | 7.96%-10.4pp | 5.04%-7.4pp | 8.76%-11.2pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |