Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,873,844 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $121,256 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Service code 10 · EIN 31-0800053 | Accounting | $42,850 |
IRON MOUNTAIN4 years Service code 36 · EIN 23-2588479 | Direct payment from the plan; Copying... | $16,083 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $15,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -14.25% | -18.55%+4.3pp | -2.63%-11.6pp | 23.41%-37.7pp |
| Employer contribution / active EE | $2,088 | $6,513-67.9% | $29,813-93.0% | $12,650-83.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |