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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $352,593 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $346,966 |
RELIANCE TRUST COMPANY1 year Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $58,941 |
LANE GORMAN TRUBITT, PLLC8+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $26,925 |
BLACKROCK8+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $20,795 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $104,068-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 52.6%-52.6pp | 5.6%-5.6pp |
| Annual return | -25.06% | 39.82%-64.9pp | -10.12%-14.9pp | 39.82%-64.9pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $47,166-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |