Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 12 · EIN 61-0736136 | Claims processing | $412,500 |
US BANK5 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $208,981 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $126,917 |
Filed as: PRUDENTIAL INS COMPANY OF AMEERICA Service code 10 · EIN 22-1211670 | Accounting | $74,067 |
KILPATRICK TOWNSEND6+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $43,926 |
SMITH & HOWARD, PC6+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $28,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 11.88% | 9.58%+2.3pp | 9.52%+2.4pp | 11.45%+0.4pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |