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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON US Service code 11 · EIN 53-0181291 | Actuarial | $1,374,000 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $868,150 |
EDGEWOOD MANAGEMENT LLC3 years Filed as: EDGEWOOD PARTNERS INS Service code 22 · EIN 94-3195221 | Insurance Broker | $365,207 |
LARRY HELLER5 years Service code 20 · EIN 05-3405873 | Trustee (individual); Direct payment ... | $313,735 |
REGINA C REARDON PC4 years Service code 29 · EIN 23-2876869 | Legal | $188,071 |
KLINGMAN & ASSOCIATES, LLC7 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $188,000 |
STEVEN WEISBART3 years Service code 20 · EIN 14-9340839 | Direct payment from the plan; Trustee... | $186,628 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746748 | Accounting | $141,732 |
JOHN OGLE3 years Service code 20 · EIN 20-7506507 | Trustee (individual); Direct payment ... | $136,500 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $112,388 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 11.77% | 8.84%+2.9pp | 12.68%-0.9pp | 9.11%+2.7pp |
| Employer contribution / active EE | $13,422 | $8,705+54.2% | $41,626-67.8% | $12,231+9.7% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |