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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $319,332 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $284,138 |
LANE GORMAN TRUBITT, PLLC10+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $30,534 |
BLACKROCK10+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $21,663 |
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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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 5.91% | 7.65%-1.7pp | 7.19%-1.3pp | 7.65%-1.7pp |
| Employer contribution / active EE | $76,182 | $20,582+270.1% | $35,958+111.9% | $20,582+270.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |