Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,202,164 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $191,081 |
MORGAN LEWIS1+ years Service code 29 · EIN 23-0891050 | Legal | $82,577 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $36,000 |
MMA SECURITIES LLC1+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $18,961 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.94% | -1.23%+0.3pp | -3.43%+2.5pp | 1.67%-2.6pp |
| Employer contribution / active EE | $31,055 | $11,541+169.1% | $25,607+21.3% | $10,506+195.6% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |