Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $68,029 |
FIDUCIARYVEST LLC2+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $60,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $32,910 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $29,741 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 8.21% | 4.97%+3.2pp | 4.74%+3.5pp | 4.56%+3.6pp |
| Employer contribution / active EE | $69,767 | $17,970+288.3% | $46,220+50.9% | $15,526+349.4% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |