Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $79,549 |
FIDUCIARYVEST LLC4+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $67,500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $42,586 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $22,414 |
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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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -2.62% | -4.17%+1.5pp | -61.72%+59.1pp | 10.56%-13.2pp |
| Employer contribution / active EE | $81,081 | $16,396+394.5% | $47,703+70.0% | $13,643+494.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |