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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 52-0181291 500 N AKARD STREET · DALLAS, TX 75201 | Actuarial | $75,192 |
HENRY & PETERS, PC5+ years Filed as: HENRY & PETERS, P.C. Service code 10 · EIN 75-1503978 3301 S BROADWAY STE 100 · TYLER, TX 75701 | Accounting | $12,000 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 14.75% | 18.13%-3.4pp | 14.64%+0.1pp | 16.32%-1.6pp |
| Employer contribution / active EE | $0 | $23,138-100.0% | $41,831-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |