Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT CO Service code 14 · EIN 04-2723880 | Plan Administrator | $90,258 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $74,675 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $25,400 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 81-4312679 | Pension Consulting | $10,359 |
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -18.98% | -15.55%-3.4pp | -5.12%-13.9pp | 39.82%-58.8pp |
| Employer contribution / active EE | $9 | $14,317-99.9% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |