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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $37,765 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $26,375 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $23,515 |
Service code 29 · EIN 46-2822560 | Legal | $20,685 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $793,067-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 13.5%-13.5pp |
| Annual return | 15.34% | 11.42%+3.9pp | 10.21%+5.1pp | 9.29%+6.0pp |
| Employer contribution / active EE | $0 | $13,408-100.0% | $40,687-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |