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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $119,245 |
LUTHER KING CAPITAL MANAGEMENT1+ years Filed as: KING MANAGEMENT Service code 28 · EIN 75-0163033 | Investment Management | $35,375 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $14,561 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,260-100.0% | $105,260-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 34.5%-34.5pp | 21.7%-21.7pp | 45.9%-45.9pp |
| Annual return | -141.43% | 8.44%-149.9pp | 9.21%-150.6pp | 10.21%-151.6pp |
| Employer contribution / active EE | $862,632 | $42,612+1924.4% | $35,088+2358.5% | $42,272+1940.7% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |