Filed February 16, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $125,978 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $14,090 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 16 5299 DTC BLVD #1000 · GREENWOOD VILLIAGE, CO 80111 | Consulting | $12,675 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -19.92% | 62.64%-82.6pp | -2.63%-17.3pp | 2.78%-22.7pp |
| Employer contribution / active EE | $8,058 | $9,627-16.3% | $29,813-73.0% | $15,276-47.3% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |