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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $227,871 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6370378 | Direct payment from the plan; Trustee... | $101,877 |
THE WATERFORD GROUP LLC1 year Filed as: WATERFORD BANK NA Service code 18 · EIN 11-3809585 | Direct payment from the plan; Custodi... | $7,370 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.24% | 17.94%-11.7pp | 5.44%+0.8pp | 7.18%-0.9pp |
| Employer contribution / active EE | $7,527 | $12,263-38.6% | $25,481-70.5% | $13,095-42.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |