Filed April 23, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST. OPERATIONS CO. Service code 14 · EIN 04-3275867 | Plan Administrator | $591,475 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $212,999 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -13.19% | -2.41%-10.8pp | -38.86%+25.7pp | 23.41%-36.6pp |
| Employer contribution / active EE | $8,215 | $7,691+6.8% | $37,756-78.2% | $12,650-35.1% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |