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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC5+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $94,977 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $50,600 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $16,433 |
WILLIAM VAUGHAN COMPANY2 years Filed as: WILLIAM VAUGHAN Service code 10 · EIN 34-1145015 | Accounting | $10,656 |
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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 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | 21.43% | 627.08%-605.7pp | 10.21%+11.2pp | 627.08%-605.7pp |
| Employer contribution / active EE | $4,180 | $18,824-77.8% | $40,687-89.7% | $18,824-77.8% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |