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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $26,204 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $2,363 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $861,422-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 14.3%-14.3pp | 8.4%-8.4pp |
| Annual return | 3.53% | 18.35%-14.8pp | 6.57%-3.0pp | 18.35%-14.8pp |
| Employer contribution / active EE | $0 | $14,669-100.0% | $34,489-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |