Filed August 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 2010 MAIN STREET · IRVINE, CA 92614 | Actuarial | $29,800 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 21 · EIN 22-1146430 | Bank Trustee | $17,512 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $10,275 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 12.99% | 9.55%+3.4pp | 10.16%+2.8pp | 10.41%+2.6pp |
| Employer contribution / active EE | $649 | $14,371-95.5% | $33,192-98.0% | $14,691-95.6% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |