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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $42,073 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 · EIN 58-1396624 | Advisory (Plan) | $16,073 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 10.63% | 11.16%-0.5pp | 10.36%+0.3pp | 10.41%+0.2pp |
| Employer contribution / active EE | $13,636 | $16,610-17.9% | $37,738-63.9% | $14,691-7.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |