| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $119,000 |
Filed as: PRICEWATERHOUSECOOPERS Service code 17 101 SEAPORT BOULEVARD · BOSTON, MA 02210 | Pension Consulting | $40,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $33,670 |
BERNSTEIN4 years Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $23,911 |
RSM US LLP2 years Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $18,000 |
O'MELVENY & MYERS LLP5+ years Service code 29 · EIN 95-1066597 | Legal | $14,152 |
Filed as: PRINCIPAL TRUST COMPANY Service code 25 · EIN 51-0099493 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 13.97% | 7.94%+6.0pp | 9.78%+4.2pp | 11.84%+2.1pp |
| Employer contribution / active EE | $72,083 | $42,390+70.0% | $46,889+53.7% | $17,339+315.7% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |