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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $672,448 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $230,081 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.98% | 8.48%-5.5pp | 9.17%-6.2pp | 8.48%-5.5pp |
| Employer contribution / active EE | $343 | $9,949-96.6% | $40,523-99.2% | $9,949-96.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |