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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $47,213 |
LANE GORMAN TRUBITT, PLLC7+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $26,575 |
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $0 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $0 |
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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 | $82,186-100.0% | $202,277-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.0%-30.0pp | 3.6%-3.6pp |
| Annual return | 7.49% | 11.84%-4.3pp | 8.88%-1.4pp | 11.84%-4.3pp |
| Employer contribution / active EE | $11,739 | $17,339-32.3% | $42,607-72.4% | $17,339-32.3% |
| Participant deferral / active EE | $0 | $683-100.0% | $94-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,086-100.0% | $409-100.0% |