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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC7+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NV 10022 | Investment Management | $93,392 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $51,317 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $18,721 |
WILLIAM VAUGHAN COMPANY4 years Filed as: WILLIAM VAUGHAN Service code 10 · EIN 34-1145015 | Accounting | $14,600 |
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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 | $107,032-100.0% | $732,694-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 7.1%-7.1pp | 9.9%-9.9pp |
| Annual return | -14.94% | -5.25%-9.7pp | -15.18%+0.2pp | -5.25%-9.7pp |
| Employer contribution / active EE | $0 | $15,161-100.0% | $53,321-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $0 | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |