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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $19,800 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $10,400 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 12.45% | 17.94%-5.5pp | 5.44%+7.0pp | 7.18%+5.3pp |
| Employer contribution / active EE | $14,243 | $12,263+16.1% | $25,481-44.1% | $13,095+8.8% |
| Participant deferral / active EE | $1,648 | $388+325.1% | $65+2439.6% | $385+328.5% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |