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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 | $148,817 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORG. STANLEY SMITH BARNEY HLDG LLC Service code 16 · EIN 26-4310632 | Consulting | $57,207 |
FIRST STATE TRUST COMPANY2+ years Service code 27 · EIN 13-3124172 | Advisory (Plan) | $7,177 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 2.05% | 5.54%-3.5pp | 4.72%-2.7pp | 11.88%-9.8pp |
| Employer contribution / active EE | $9,939 | $25,709-61.3% | $30,821-67.8% | $14,612-32.0% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |