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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $33,230 |
MONTICELLO ASSOCIATES5+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $24,632 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $20,800 |
SANDERSON ASSET MANAGEMENT5+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 36-7388847 | Investment Management | $19,821 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 72-1467823 | Investment Management | $18,697 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 10 · EIN 34-0797057 | Accounting | $6,213 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 4.21% | 10.83%-6.6pp | 1087.39%-1083.2pp | 627.08%-622.9pp |
| Employer contribution / active EE | $2,588 | $13,849-81.3% | $42,245-93.9% | $18,824-86.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |