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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $164,038 |
MERCER1 year Filed as: MERCER (US), INC. Service code 28 · EIN 13-2834414 | Investment Management | $69,882 |
Filed as: JP MORGAN Service code 28 · EIN 13-3640151 | Investment Management | $40,982 |
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Employer 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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 11.50% | 13.15%-1.7pp | -2.84%+14.3pp | 11.45%0pp |
| Employer contribution / active EE | $3,362 | $23,714-85.8% | $33,329-89.9% | $17,219-80.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |