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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $77,888 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $71,600 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $32,000 |
MONTICELLO ASSOCIATES10+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $25,395 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-3226461 | Investment Management | $17,762 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 10 · EIN 34-0797057 | Accounting | $5,657 |
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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 | $49,655-100.0% | $202,856-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 21.4%-21.4pp | 18.6%-18.6pp |
| Annual return | 6.13% | 9.77%-3.6pp | 10.21%-4.1pp | 9.77%-3.6pp |
| Employer contribution / active EE | $186,622 | $13,890+1243.5% | $37,040+403.8% | $13,890+1243.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $95-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,923-100.0% | $2,893-100.0% |