| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $113,100 |
O'MELVENY & MYERS LLP2+ years Service code 29 · EIN 95-1066597 | Legal | $38,733 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $26,849 |
MAULDIN & JENKINS2+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $9,000 |
BERNSTEIN1 year Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $4,296 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,399 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 8.38% | -2.53%+10.9pp | -61.72%+70.1pp | -0.69%+9.1pp |
| Employer contribution / active EE | $62,794 | $37,001+69.7% | $47,703+31.6% | $16,786+274.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |