Filed January 18, 2022 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $247,383 |
US BANK6 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $205,588 |
MERCER7+ years Service code 12 · EIN 61-0736136 | Claims processing | $137,500 |
KILPATRICK TOWNSEND7+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $95,043 |
Filed as: TOWER WATSON INVESTMENT SERVICES Service code 13 · EIN 53-0181291 | Contract Administrator | $26,667 |
Filed as: PRUDENTIAL INS COMPANY OF AMERICA Service code 10 · EIN 22-1211670 | Accounting | $15,604 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 13 | Contract Administrator | $5,589 |
SMITH & HOWARD, PC7+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $5,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | -0.03% | 11.84%-11.9pp | 8.95%-9.0pp | 13.24%-13.3pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |