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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $408,300 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $363,799 |
BLACKROCK9+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $25,521 |
LANE GORMAN TRUBITT, PLLC9+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $23,650 |
Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $20,962 |
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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 | $9,556,684-100.0% | $337,745-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 44.1%-44.1pp | 2.4%-2.4pp |
| Annual return | 5.99% | 22.81%-16.8pp | 9.57%-3.6pp | 22.81%-16.8pp |
| Employer contribution / active EE | $63,889 | $18,290+249.3% | $39,814+60.5% | $18,290+249.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $46-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $352,588-100.0% | $85,222-100.0% |