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 | $367,558 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $314,971 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 8.09% | 5.48%+2.6pp | 9.82%-1.7pp | 9.30%-1.2pp |
| Employer contribution / active EE | $9,482 | $9,127+3.9% | $30,322-68.7% | $12,551-24.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |