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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $9,890 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $1,989 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | 0.00% | -0.69%+0.7pp | 83.75%-83.7pp | -0.69%+0.7pp |
| Employer contribution / active EE | $365 | $16,786-97.8% | $41,592-99.1% | $16,786-97.8% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |