Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $71,176 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS Service code 11 · EIN 04-2647786 | Actuarial | $44,504 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $23,000 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS AND WATSON Service code 11 150 N COLLEGE STREET · CHARLOTTE, NC 28202 | Actuarial | $13,046 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 8.29% | 10.60%-2.3pp | -2.84%+11.1pp | 627.08%-618.8pp |
| Employer contribution / active EE | $1,161 | $19,729-94.1% | $33,329-96.5% | $18,824-93.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |