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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 72-1467823 | Investment Management | $35,150 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 36-7388847 | Investment Management | $34,008 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $32,642 |
MONTICELLO ASSOCIATES3+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $25,217 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $20,800 |
KEYBANK NATIONAL ASSOCIATION3+ years Service code 10 · EIN 34-0797057 | Accounting | $9,259 |
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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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 0.71% | -1.76%+2.5pp | -3.19%+3.9pp | -0.69%+1.4pp |
| Employer contribution / active EE | $103,413 | $13,257+680.1% | $48,658+112.5% | $16,786+516.1% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |