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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $174,609 |
MERCER4 years Filed as: MERCER (US), INC. Service code 28 · EIN 13-2834414 | Investment Management | $117,631 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 · EIN 13-3640151 | Investment Management | $30,332 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $16,957 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 5.36% | 9.67%-4.3pp | 7.69%-2.3pp | 22.81%-17.4pp |
| Employer contribution / active EE | $1,365 | $11,016-87.6% | $28,501-95.2% | $18,290-92.5% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |