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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST CO. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $668,088 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $93,414 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $21,898 |
HILLCREST ASSET MANAGEMENT4+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $18,819 |
Filed as: REA & ASSOCIATES, INC Service code 10 · EIN 34-1310124 | Accounting | $16,300 |
WALTER & HAVERFIELD LLP4+ years Service code 29 · EIN 34-0602148 | Legal | $5,402 |
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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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -6.78% | -3.32%-3.5pp | -2.99%-3.8pp | 10.56%-17.3pp |
| Employer contribution / active EE | $13,262 | $15,411-13.9% | $41,623-68.1% | $13,643-2.8% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |