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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $52,151 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-3226461 | Investment Management | $24,430 |
MONTICELLO ASSOCIATES9+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $20,117 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $14,500 |
KEYBANK NATIONAL ASSOCIATION9+ years Service code 10 · EIN 34-0797057 | Accounting | $5,985 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 20.47% | 9.01%+11.5pp | 8.41%+12.1pp | 8.21%+12.3pp |
| Employer contribution / active EE | $19,646 | $10,608+85.2% | $41,333-52.5% | $13,837+42.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |