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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $52,224 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $15,185 |
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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 | $409,661-100.0% | $229,060-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 27.3%-27.3pp | 1.7%-1.7pp |
| Annual return | 12.32% | 627.08%-614.8pp | 7.48%+4.8pp | 627.08%-614.8pp |
| Employer contribution / active EE | $15,732 | $18,824-16.4% | $39,603-60.3% | $18,824-16.4% |
| Participant deferral / active EE | $0 | $418-100.0% | $172-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,197-100.0% | $1,923-100.0% |