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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $215,248 |
SLC MANAGEMENT2 years Filed as: SLC CAPITAL MANAGEMENT (U.S.) LLC Service code 28 · EIN 68-0635051 | Investment Management | $200,407 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC Service code 13 · EIN 22-2232264 | Contract Administrator | $106,191 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,573 |
Filed as: CAPTRUST FINANCIAL ADVISORS, LLC. Service code 13 · EIN 56-1984030 | Contract Administrator | $44,992 |
Filed as: MORRIS MANNING & MARTIN Service code 29 · EIN 58-1269995 | Legal | $29,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $26,548 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 4.28% | 6.77%-2.5pp | 10.53%-6.2pp | 7.65%-3.4pp |
| Employer contribution / active EE | $6,131 | $23,265-73.6% | $26,797-77.1% | $20,582-70.2% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |