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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $137,380 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $40,000 |
HILLCREST ASSET MANAGEMENT7+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $32,236 |
AMERICAN FUNDS3 years Filed as: CAPITAL INTERNATIONAL, INC Service code 28 · EIN 95-4154361 | Investment Management | $26,054 |
ARGUS INV COUNSEL INC3 years Filed as: ARGUS INVESTORS COUNCIL Service code 28 · EIN 13-1931123 | Investment Management | $23,857 |
KEYBANK NATIONAL ASSOCIATION7+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $19,262 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 PO BOX 21420 · NEW YORK, NC 10087 | Insurance services | $16,395 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $15,081 |
WALTER & HAVERFIELD LLP1 year Filed as: WALTER & HAVERFIELD, LLP Service code 29 · EIN 34-0602148 | Legal | $5,468 |
WELLINGTON TRUST COMPANY1 year Service code 52 | Indirect Investment Fees | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 8.57% | 9.62%-1.1pp | 9.74%-1.2pp | 9.30%-0.7pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |