Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $57,757 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $44,968 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,901 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,488 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $18,404 |
AECOM USA INC.3 years Service code 10 · EIN 61-1088522 | Accounting | $5,583 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $5,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 14.67% | 9.18%+5.5pp | 380.71%-366.0pp | 9.29%+5.4pp |
| Employer contribution / active EE | $3,902 | $20,046-80.5% | $45,089-91.3% | $15,168-74.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |