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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $113,471 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $37,705 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
KEYBANK NATIONAL ASSOCIATION8+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $31,041 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 PO BOX 21420 · NEW YORK, NC 10087 | Insurance services | $16,790 |
AMERICAN FUNDS4 years Filed as: CAPITAL INTERNATIONAL, INC Service code 28 · EIN 95-4154361 | Investment Management | $16,054 |
HILLCREST ASSET MANAGEMENT8+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $14,864 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $12,062 |
WALTER & HAVERFIELD LLP2 years Filed as: WALTER & HAVERFIELD, LLP Service code 29 · EIN 34-0602148 | Legal | $8,503 |
ARGUS INV COUNSEL INC4 years Filed as: ARGUS INVESTORS COUNCIL Service code 28 · EIN 13-1931123 | Investment Management | $6,147 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -20.76% | -11.17%-9.6pp | -10.68%-10.1pp | -14.65%-6.1pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |