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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC9+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NV 10022 | Investment Management | $113,130 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $30,041 |
US BANK7 years Filed as: US BANK NATIONAL ASSOCIATION Service code 11 · EIN 31-0841368 | Actuarial | $19,852 |
WILLIAM VAUGHAN COMPANY1 year Service code 10 · EIN 34-1145015 | Accounting | $16,200 |
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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 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 22.63% | 8.21%+14.4pp | 5.62%+17.0pp | 8.21%+14.4pp |
| Employer contribution / active EE | $0 | $13,841-100.0% | $37,825-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |