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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US Service code 11 · EIN 53-0181291 | Actuarial | $894,136 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $763,826 |
EDGEWOOD MANAGEMENT LLC1 year Filed as: EDGEWOOD PARTNERS INS Service code 22 · EIN 94-3195221 | Insurance Broker | $350,187 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $340,673 |
REGINA C REARDON PC2 years Service code 29 · EIN 23-2876869 | Legal | $276,495 |
LARRY HELLER3 years Service code 14 · EIN 05-3405873 | Plan Administrator | $261,709 |
KLINGMAN & ASSOCIATES, LLC5 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $228,000 |
POINTS NORTH1 year Service code 15 · EIN 41-1791823 | Recordkeeping | $117,924 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLP Service code 16 · EIN 61-1758632 | Consulting | $115,020 |
STEVEN WEISBART1 year Service code 31 · EIN 14-9340839 | Named fiduciary; Direct payment from ... | $95,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 8.35% | 12.07%-3.7pp | 8.95%-0.6pp | 15.63%-7.3pp |
| Employer contribution / active EE | $13,526 | $9,481+42.7% | $46,559-70.9% | $11,476+17.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |