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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $213,990 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $40,803 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $30,495 |
Filed as: LOCKTON COMPANIES, LLC Service code 11 444 W. 47TH ST, STE 900 · KANSAS CITY, MO 64112 | Actuarial | $23,864 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $6,658 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 12.85% | 11.09%+1.8pp | 8.35%+4.5pp | 9.29%+3.6pp |
| Employer contribution / active EE | $44,651 | $20,972+112.9% | $27,010+65.3% | $15,168+194.4% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |