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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST CO. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $437,979 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $71,300 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $21,432 |
HILLCREST ASSET MANAGEMENT3+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $18,524 |
WALTHALL, LLP3+ years Filed as: WALTHALL LLP Service code 10 · EIN 34-0644631 | Accounting | $15,975 |
KALMAR INVESTMENTS3+ years Filed as: KALMAR INVESTMENTS INC Service code 27 · EIN 51-0261641 | Advisory (Plan) | $15,556 |
FAYEZ SAROFIM & CO3+ years Service code 28 · EIN 74-1312679 | Investment Management | $11,105 |
WALTER & HAVERFIELD LLP3+ years Service code 29 · EIN 34-0602148 | Legal | $9,258 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $8,311 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 12.63% | 10.65%+2.0pp | 9.60%+3.0pp | 10.41%+2.2pp |
| Employer contribution / active EE | $15,174 | $22,524-32.6% | $45,595-66.7% | $14,691+3.3% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |