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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $900,094 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $510,066 |
BLACKROCK3+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $77,835 |
LANE GORMAN TRUBITT, PLLC3+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $24,500 |
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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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 14.22% | 23.90%-9.7pp | 7.90%+6.3pp | 23.90%-9.7pp |
| Employer contribution / active EE | $38,217 | $16,539+131.1% | $41,695-8.3% | $16,539+131.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |