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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $41,169 |
SEI INVESTMENTS2+ years Service code 28 · EIN 04-2452803 | Investment Management | $35,305 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $22,738 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $15,583 |
Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $5,262 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 6.44% | 5.83%+0.6pp | 4.07%+2.4pp | 7.18%-0.7pp |
| Employer contribution / active EE | $9,766 | $11,683-16.4% | $45,149-78.4% | $13,095-25.4% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |