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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $86,100 |
FORVIS, LLP1 year Filed as: FORVIS, LLP (FORMERLY BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $12,240 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $8,734 |
AMERICAN FUNDS6 years Filed as: HM CAPITAL MANAGEMENT Service code 17 · EIN 20-3287389 | Pension Consulting | $4,019 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $3,947 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -15.32% | -15.55%+0.2pp | -5.12%-10.2pp | 39.77%-55.1pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |