Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $159,370 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $14,015 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $12,675 |
EIDE BAILLY LLP1 year Filed as: EIDE BALLY Service code 10 · EIN 45-0250958 | Accounting | $9,450 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.60% | 5.54%-3.9pp | 8.92%-7.3pp | 8.76%-7.2pp |
| Employer contribution / active EE | $0 | $6,639-100.0% | $24,457-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |