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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $45,184 |
MITCHELL & TITUS, LLP4+ years Service code 10 · EIN 13-2781641 | Accounting | $29,719 |
SEI INVESTMENTS4+ years Service code 28 · EIN 04-2452803 | Investment Management | $18,481 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,438 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $7,938 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -7.15% | -3.07%-4.1pp | -3.19%-4.0pp | 0.19%-7.3pp |
| Employer contribution / active EE | $5,747 | $12,239-53.0% | $48,658-88.2% | $13,763-58.2% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |