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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $285,315 |
BCBS OF MI6+ years Service code 22 · EIN 38-2069753 | Insurance Broker | $204,721 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $200,000 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $109,614 |
BESTCO BENEFIT PLANS6+ years Service code 23 · EIN 06-1490685 | Direct payment from the plan; Insuran... | $54,024 |
DELTA DENTAL3 years Service code 12 · EIN 38-1791480 | Claims processing; Direct payment fro... | $7,297 |
CLIFTONLARSONALLEN LLP2 years Service code 21 · EIN 41-0746749 | Bank Trustee | $6,250 |
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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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 14.73% | 11.09%+3.6pp | 8.35%+6.4pp | 9.29%+5.4pp |
| Employer contribution / active EE | $2,716 | $20,972-87.0% | $27,010-89.9% | $15,168-82.1% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |