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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $170,566 |
COMERICA BANK6 years Filed as: COMERICA INCORPORATED Service code 18 · EIN 42-1741646 | Trustee (bank, trust company, or simi... | $159,528 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $111,525 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $69,445 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $39,300 |
Filed as: CLEVELAND GILBREATH LLC Service code 29 1266 WEST PACES FERRY ROAD, NO. 590 · ATLANTA, GA 30327 | Legal | $25,311 |
IR&M2 years Service code 21 · EIN 37-6567224 | Bank Trustee | $10,284 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $9,954 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -22.20% | 1.88%-24.1pp | -5.12%-17.1pp | 2.78%-25.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |