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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON US Service code 11 · EIN 53-0181291 | Actuarial | $1,239,087 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $972,314 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $519,031 |
EDGEWOOD MANAGEMENT LLC2 years Filed as: EDGEWOOD PARTNERS INS Service code 22 · EIN 94-3195221 | Insurance Broker | $362,334 |
LARRY HELLER4 years Service code 14 · EIN 05-3405873 | Plan Administrator | $294,813 |
REGINA C REARDON PC3 years Service code 29 · EIN 23-2876869 | Legal | $280,948 |
STEVEN WEISBART2 years Service code 21 · EIN 14-9340839 | Bank Trustee | $234,400 |
KLINGMAN & ASSOCIATES, LLC6 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $183,000 |
JOHN OGLE2 years Service code 31 · EIN 20-7506507 | Direct payment from the plan; Named f... | $148,440 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746748 | Accounting | $98,668 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -20.71% | -6.02%-14.7pp | -3.21%-17.5pp | 23.41%-44.1pp |
| Employer contribution / active EE | $15,290 | $11,241+36.0% | $46,051-66.8% | $12,650+20.9% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |