Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT CO Service code 14 · EIN 04-2723880 | Plan Administrator | $139,012 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $64,266 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $17,958 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 81-4312679 | Pension Consulting | $7,524 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 17 · EIN 27-3432186 | Pension Consulting | $6,171 |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.56% | 8.91%+0.7pp | 7.32%+2.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $1,185 | $8,713-86.4% | $23,426-94.9% | $17,339-93.2% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |