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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $295,465 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $231,840 |
HUMANA INSURANCE COMPANY3 years Filed as: HUMANA Service code 23 · EIN 39-1263473 | Insurance services; Direct payment fr... | $200,593 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $63,176 |
CLIFTONLARSONALLEN LLP5 years Service code 21 · EIN 41-0746749 | Bank Trustee | $8,350 |
DELTA DENTAL6 years Service code 12 · EIN 38-1791480 | Direct payment from the plan; Contrac... | $5,642 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 8.91% | 11.14%-2.2pp | 8.46%+0.5pp | 9.89%-1.0pp |
| Employer contribution / active EE | $2,351 | $16,887-86.1% | $25,175-90.7% | $14,313-83.6% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |