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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $67,780 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $28,723 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $20,011 |
ALSTON & BIRD LLP4+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $8,971 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $8,500 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MGT, INC. Service code 28 · EIN 13-5395280 | Investment Management | $6,186 |
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Employer contribution per participant 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 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 12.98% | 10.60%+2.4pp | 6.61%+6.4pp | 9.29%+3.7pp |
| Employer contribution / active EE | $634 | $14,953-95.8% | $24,284-97.4% | $15,168-95.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $408-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |