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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $482,885 |
LUTHER KING CAPITAL MANAGEMENT3+ years Filed as: KING MANAGEMENT Service code 28 · EIN 75-0163033 | Investment Management | $464,324 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $64,624 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
LOCKE LORD LLP3+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $21,296 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 24.84% | 12.38%+12.5pp | 10.53%+14.3pp | 23.90%+0.9pp |
| Employer contribution / active EE | $144,997 | $23,325+521.6% | $29,360+393.9% | $16,539+776.7% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |