Filed February 25, 2021 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $287,958 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
CLASSIC GRAPHICS1 year Service code 38 · EIN 56-1418668 | Participant Communication | $12,036 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 0.20% | 6.13%-5.9pp | 4.74%-4.5pp | 9.19%-9.0pp |
| Employer contribution / active EE | $29,138 | $10,206+185.5% | $36,089-19.3% | $12,608+131.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |