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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $82,554 |
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL, INC Service code 28 · EIN 95-4154361 | Investment Management | $29,083 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $24,000 |
HILLCREST ASSET MANAGEMENT6+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $23,583 |
KEYBANK NATIONAL ASSOCIATION6+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $23,275 |
ARGUS INV COUNSEL INC2 years Filed as: ARGUS INVESTORS COUNCIL Service code 28 · EIN 13-1931123 | Investment Management | $20,660 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC Service code 10 · EIN 34-1310124 | Accounting | $17,100 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 PO BOX 21420 · NEW YORK, NC 10087 | Insurance services | $16,246 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $12,669 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 16.14% | 9.70%+6.4pp | 10.03%+6.1pp | 259.17%-243.0pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |