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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $88,790 |
WILLIAMS KEEPERS LLC3+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $80,490 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $11,599 |
Filed as: DAVENPORT, HANF, & COMPANY, LLC Service code 10 · EIN 41-2173670 | Accounting | $8,807 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $5,004 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $37,197-100.0% | $463,922-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 17.6%-17.6pp | 4.7%-4.7pp |
| Annual return | 5.26% | -0.69%+6.0pp | 60.62%-55.4pp | -0.69%+6.0pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $61,657-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $288-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $23-100.0% | $124-100.0% |