Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $701,799 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $213,894 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $81,116 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $35,750 |
MORGAN LEWIS4+ years Service code 29 · EIN 23-0891050 | Legal | $20,037 |
MMA SECURITIES LLC4+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $15,238 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.86% | 201.32%-207.2pp | 12.68%-18.5pp | 33.37%-39.2pp |
| Employer contribution / active EE | $3,330 | $10,877-69.4% | $22,860-85.4% | $11,253-70.4% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |