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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $290,404 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6370378 | Custodial (other than securities); Di... | $149,241 |
THE WATERFORD GROUP LLC3 years Filed as: WATERFORD BANK NA Service code 18 · EIN 11-3809585 | Direct payment from the plan; Custodi... | $7,360 |
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Annual investment return 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 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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.14% | 7.01%-14.1pp | 12.68%-19.8pp | 0.19%-7.3pp |
| Employer contribution / active EE | $3,860 | $12,638-69.5% | $22,860-83.1% | $13,763-72.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |