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| Provider | Service type | Compensation |
|---|---|---|
PBGC PREMIUM3 years Filed as: PBGC- US TREASURY NYC Service code 11 · EIN 37-1387813 | Actuarial | $642,240 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $384,008 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 875 THIRD AVENUE · NEW YORK, NY 10022 | Actuarial | $336,260 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.67% | 13.15%-0.5pp | -2.84%+15.5pp | 11.45%+1.2pp |
| Employer contribution / active EE | $129 | $23,714-99.5% | $33,329-99.6% | $17,219-99.3% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |