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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $31,445 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $24,371 |
SEI INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $19,816 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $8,051 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 12.46% | 14.13%-1.7pp | 8.93%+3.5pp | 23.90%-11.4pp |
| Employer contribution / active EE | $10,324 | $10,974-5.9% | $43,470-76.2% | $16,539-37.6% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |