Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $768,852 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $275,972 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $95,548 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $29,500 |
MMA SECURITIES LLC5+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $19,790 |
PID CONSULTING LLC1 year Service code 16 8521 SARATOGA INLET DRIVE · ORLANDO, FL 32829 | Consulting | $14,377 |
KILPATRICK TOWNSEND1 year Service code 29 P.O. BOX 945614 · ATLANTA, GA 30394 | Legal | $9,971 |
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Employer contribution per participant 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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 19.90% | 22.40%-2.5pp | 29.77%-9.9pp | 21.83%-1.9pp |
| Employer contribution / active EE | $3,062 | $13,519-77.4% | $33,607-90.9% | $12,237-75.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |