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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $61,343 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,500 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $14,934 |
Filed as: SCHNEIDER DOWNS Service code 10 65 E. STATE STREET · COLUMBUS, OH 432156102 | Accounting | $11,741 |
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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 | $82,186-100.0% | $202,277-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.0%-30.0pp | 3.6%-3.6pp |
| Annual return | 9.01% | 11.84%-2.8pp | 8.88%+0.1pp | 11.84%-2.8pp |
| Employer contribution / active EE | $18,783 | $17,339+8.3% | $42,607-55.9% | $17,339+8.3% |
| Participant deferral / active EE | $0 | $683-100.0% | $94-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,086-100.0% | $409-100.0% |