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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $289,011 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $207,766 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $13,440 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 2.95% | 7.22%-4.3pp | 6.70%-3.8pp | 8.21%-5.3pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,177-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |