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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLS TOWERS WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $485,517 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 51-0099493 | Direct payment from the plan; Trustee... | $159,093 |
USI CONSULTING GROUP1 year Service code 28 95 GLASTONBURY BLVD, SUITE 102 · GLASTONBURY, CT 060334417 | Investment Management | $6,870 |
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Participant 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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 8.84% | 9.45%-0.6pp | 5.04%+3.8pp | 7.65%+1.2pp |
| Employer contribution / active EE | $14,122 | $14,895-5.2% | $26,454-46.6% | $20,582-31.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |