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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $296,057 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $219,004 |
HUMANA INSURANCE COMPANY4 years Filed as: HUMANA Service code 23 · EIN 39-1263473 | Direct payment from the plan; Insuran... | $123,574 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $76,410 |
CLIFTONLARSONALLEN LLP6 years Service code 21 · EIN 41-0746749 | Bank Trustee | $8,650 |
DELTA DENTAL7 years Service code 12 · EIN 38-1791480 | Direct payment from the plan; Contrac... | $4,820 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 1.74% | 7.00%-5.3pp | 4.95%-3.2pp | 8.21%-6.5pp |
| Employer contribution / active EE | $2,667 | $13,750-80.6% | $20,917-87.3% | $13,841-80.7% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |