Filed February 25, 2021 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 23-1159360 | Actuarial | $172,361 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE LLP Service code 29 · EIN 56-0308470 | Legal | $21,087 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
Participant 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 2.59% | -0.09%+2.7pp | -0.81%+3.4pp | 1.67%+0.9pp |
| Employer contribution / active EE | $16,009 | $11,440+39.9% | $38,425-58.3% | $10,506+52.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |