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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 52-0181291 500 N AKARD STREET · DALLAS, TX 75201 | Actuarial | $57,231 |
HENRY & PETERS, PC2+ years Filed as: HENRY & PETERS, P.C. Service code 10 · EIN 75-1503978 3301 S BROADWAY STE 100 · TYLER, TX 75701 | Accounting | $10,900 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 9.88% | 5.80%+4.1pp | 4.74%+5.1pp | 11.88%-2.0pp |
| Employer contribution / active EE | $37,313 | $15,506+140.6% | $36,089+3.4% | $14,612+155.4% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |