| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $142,500 |
BERNSTEIN6 years Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $86,226 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $46,692 |
RSM US LLP4 years Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $22,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 16.72% | 10.25%+6.5pp | 35.16%-18.4pp | 22.81%-6.1pp |
| Employer contribution / active EE | $75,475 | $45,684+65.2% | $46,401+62.7% | $18,290+312.7% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |