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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 | $61,998 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,417 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $22,245 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $19,150 |
CERIDIAN6+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $9,933 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 4.12% | 8.57%-4.5pp | 7.87%-3.7pp | 9.29%-5.2pp |
| Employer contribution / active EE | $18,584 | $19,481-4.6% | $31,784-41.5% | $15,168+22.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |