Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $803,199 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $162,596 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $58,313 |
Filed as: JP MORGAN Service code 15 · EIN 71-0930784 | Recordkeeping | $54,279 |
MMA SECURITIES LLC9+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $33,750 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $33,713 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.82% | 8.00%-1.2pp | 7.69%-0.9pp | 37.77%-30.9pp |
| Employer contribution / active EE | $35,327 | $15,902+122.2% | $28,501+23.9% | $15,798+123.6% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |