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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC2+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $74,332 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $56,568 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 21 · EIN 25-1211909 | Bank Trustee | $27,686 |
AT INVESTMENT ADVISERS INC2+ years Filed as: AT INVESTMENT ADVISORS Service code 28 · EIN 20-0822261 | Investment Management | $17,364 |
DAVENPORT HANF & COMPANY LLC2+ years Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 · EIN 41-2173670 | Accounting | $12,764 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 16.03% | 13.95%+2.1pp | 9.84%+6.2pp | 13.95%+2.1pp |
| Employer contribution / active EE | $10,573 | $16,598-36.3% | $50,102-78.9% | $16,598-36.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |