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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $60,124 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,595 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 65 E. STATE STREET · COLUMBUS, OH 432156102 | Accounting | $15,003 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $10,000 |
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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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 13.28% | 9.35%+3.9pp | 9.57%+3.7pp | 9.89%+3.4pp |
| Employer contribution / active EE | $12,326 | $10,293+19.7% | $39,814-69.0% | $14,313-13.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $46-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |