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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $497,704 |
BLACKROCK5+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $228,048 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $100,820 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $30,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $20,000 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 11.67% | 21.83%-10.2pp | 239.57%-227.9pp | 21.83%-10.2pp |
| Employer contribution / active EE | $8,208 | $12,237-32.9% | $43,837-81.3% | $12,237-32.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |