Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,473,982 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $272,422 |
MMA SECURITIES LLC3+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $74,348 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $71,009 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $62,150 |
MORGAN LEWIS3+ years Service code 29 · EIN 23-0891050 | Legal | $16,751 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 9.26% | 15.82%-6.6pp | 16.78%-7.5pp | 17.84%-8.6pp |
| Employer contribution / active EE | $8,286 | $19,885-58.3% | $26,328-68.5% | $14,688-43.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |