Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,917,057 |
STRATEGIC BENEFIT ADVISORS2+ years Service code 16 · EIN 03-0415817 | Consulting | $1,022,363 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 13-4008324 | Consulting | $302,506 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $47,685 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 7.60% | 7.02%+0.6pp | 5.44%+2.2pp | 10.64%-3.0pp |
| Employer contribution / active EE | $11,772 | $9,548+23.3% | $25,481-53.8% | $11,561+1.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |