Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Service code 21 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Bank Trustee | $114,841 |
Service code 11 · EIN 13-3689044 | Actuarial | $72,125 |
Filed as: TOWERS WATSON Service code 11 150 NORTH COLLEGE ST STE 3050 · CHARLOTTE, NC 28202 | Actuarial | $18,215 |
MATRIX TRUST COMPANY1 year Service code 21 2800 NORTH CENTRAL AVE. STE 900 · PHOENIX, AZ 85004 | Bank Trustee | $5,307 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 2.58% | 16.85%-14.3pp | 5.44%-2.9pp | 11.88%-9.3pp |
| Employer contribution / active EE | $16,849 | $10,313+63.4% | $25,481-33.9% | $14,612+15.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |