| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $122,000 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $26,683 |
RSM US LLP1 year Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $19,425 |
O'MELVENY & MYERS LLP4+ years Service code 29 · EIN 95-1066597 | Legal | $13,049 |
BERNSTEIN3 years Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $11,826 |
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 10.85% | 6915.14%-6904.3pp | 380.71%-369.9pp | 627.08%-616.2pp |
| Employer contribution / active EE | $62,277 | $39,618+57.2% | $45,089+38.1% | $18,824+230.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |