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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $53,335 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 · EIN 58-1396624 | Advisory (Plan) | $13,696 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -2.75% | -1.56%-1.2pp | -2.18%-0.6pp | 10.56%-13.3pp |
| Employer contribution / active EE | $11,111 | $15,244-27.1% | $38,751-71.3% | $13,643-18.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |