Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $128,965 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $21,125 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $14,855 |
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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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 11.66% | 8.08%+3.6pp | 9.51%+2.1pp | 37.77%-26.1pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |