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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $486,843 |
MERCER1 year Service code 28 · EIN 30-0282430 | Investment Management | $414,886 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 21 ONE LINCOLN STREET · BOSTON, MA 02110 | Bank Trustee | $89,955 |
HORNE LLP3+ years Service code 10 · EIN 20-1941244 | Accounting | $22,525 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 15.28% | 79.68%-64.4pp | 16.78%-1.5pp | 23.90%-8.6pp |
| Employer contribution / active EE | $13,055 | $21,735-39.9% | $26,328-50.4% | $16,539-21.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |