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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 875 THIRD AVENUE · NEW YORK, NY 10022 | Actuarial | $617,730 |
PBGC PREMIUM4 years Filed as: PBGC- US TREASURY NYC Service code 11 · EIN 37-1387813 | Actuarial | $417,186 |
Filed as: STRATEGIC BENEFITS ADVISORS Service code 27 · EIN 03-0415817 | Advisory (Plan) | $193,445 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 21 · EIN 23-1945930 | Bank Trustee | $54,317 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 2.29% | 8.91%-6.6pp | 7.32%-5.0pp | 13.24%-10.9pp |
| Employer contribution / active EE | $41 | $13,306-99.7% | $23,426-99.8% | $14,616-99.7% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |