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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 52-0181291 500 N AKARD STREET · DALLAS, TX 75201 | Actuarial | $34,110 |
HENRY & PETERS, PC3+ years Filed as: HENRY & PETERS, P.C. Service code 10 · EIN 75-1503978 3301 S BROADWAY STE 100 · TYLER, TX 75701 | Accounting | $11,400 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 9.47% | 12.23%-2.8pp | 10.36%-0.9pp | 13.95%-4.5pp |
| Employer contribution / active EE | $32,258 | $18,059+78.6% | $37,738-14.5% | $16,598+94.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |