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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $814,437 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORY OPERATIONS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $115,645 |
DELAWARE INVESTMENTS1+ years Service code 27 · EIN 23-3061021 | Advisory (Plan) | $111,383 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $79,327 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 27 · EIN 13-5545100 | Advisory (Plan) | $75,229 |
Filed as: MCDONNELL INVESTMENT MGT., LLC Service code 27 · EIN 46-1057753 | Advisory (Plan) | $62,360 |
NEUBERGER BERMAN1+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $54,427 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSTITUTIONAL RET TRUST Service code 21 · EIN 94-1347393 | Bank Trustee | $46,477 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | 1.26% | -0.96%+2.2pp | -2.00%+3.3pp | -0.60%+1.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,470-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |