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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $429,996 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6370378 | Direct payment from the plan; Custodi... | $170,813 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.73% | 8.91%+0.8pp | 7.32%+2.4pp | 11.84%-2.1pp |
| Employer contribution / active EE | $10,113 | $8,713+16.1% | $23,426-56.8% | $17,339-41.7% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |