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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLISTOWERSWATSON Service code 11 · EIN 13-3954297 | Actuarial | $103,819 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $47,358 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,886 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 52-1044197 | Accounting | $30,680 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $3,287 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -14.66% | -12.85%-1.8pp | -3.21%-11.5pp | -5.25%-9.4pp |
| Employer contribution / active EE | $12,821 | $16,520-22.4% | $46,051-72.2% | $15,161-15.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |