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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,789 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 · EIN 58-1396624 | Advisory (Plan) | $24,745 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 9.38% | 5.68%+3.7pp | 4.74%+4.6pp | 4.56%+4.8pp |
| Employer contribution / active EE | $14,000 | $16,243-13.8% | $36,089-61.2% | $15,526-9.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |