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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $852,385 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $433,830 |
BLACKROCK2+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $55,620 |
LANE GORMAN TRUBITT, PLLC2+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $23,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 6.73% | 7.18%-0.5pp | 2.89%+3.8pp | 7.18%-0.5pp |
| Employer contribution / active EE | $5,195 | $13,095-60.3% | $39,831-87.0% | $13,095-60.3% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |