Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $565,723 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $362,241 |
Filed as: LOCKTON COMPANIES, LLC Service code 11 444 W. 47TH ST, STE 900 · KANSAS CITY, MO 64112 | Actuarial | $136,363 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $33,116 |
FORVIS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $29,500 |
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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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 6.29% | 8.60%-2.3pp | 8.31%-2.0pp | 13.24%-6.9pp |
| Employer contribution / active EE | $15,852 | $19,393-18.3% | $21,002-24.5% | $14,616+8.5% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |