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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 28 · EIN 27-2436452 | Investment Management | $94,583 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK, TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $58,178 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $43,712 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $42,778 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: VESTAL & WILER Service code 10 · EIN 59-3198021 | Accounting | $21,425 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -5.25% | -1.11%-4.1pp | -1.10%-4.2pp | -0.60%-4.6pp |
| Employer contribution / active EE | $4,759 | $11,820-59.7% | $27,248-82.5% | $12,272-61.2% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |