Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $377,306 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $312,719 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 11 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Actuarial | $193,182 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $33,308 |
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $31,200 |
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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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 11.59% | 9.42%+2.2pp | 8.46%+3.1pp | 37.77%-26.2pp |
| Employer contribution / active EE | $21,438 | $16,284+31.7% | $25,175-14.8% | $15,798+35.7% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |