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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC8+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NV 10022 | Investment Management | $75,868 |
WILLIS TOWERS WATSON US LLC5 years Service code 21 · EIN 53-0181291 | Bank Trustee | $45,578 |
US BANK6 years Filed as: US BANK NATIONAL ASSOCIATION Service code 11 · EIN 31-0841368 | Actuarial | $17,680 |
WILLIAM VAUGHAN COMPANY5 years Filed as: WILLIAM VAUGHAN Service code 10 · EIN 34-1145015 | Accounting | $10,000 |
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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 | $282,865-100.0% | $848,047-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 8.15% | 9.89%-1.7pp | 5.63%+2.5pp | 9.89%-1.7pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $36,086-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $0 | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $0 | $9,084-100.0% |