Filed August 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 2010 MAIN STREET · IRVINE, CA 92614 | Actuarial | $32,948 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 21 · EIN 22-1146430 | Bank Trustee | $19,225 |
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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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 10.47% | 9.03%+1.4pp | 90.61%-80.1pp | 9.29%+1.2pp |
| Employer contribution / active EE | $2,500 | $14,065-82.2% | $32,730-92.4% | $15,168-83.5% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |