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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 13-4206965 | Actuarial | $523,350 |
Service code 11 · EIN 13-3689044 | Actuarial | $376,608 |
STEPHENS INC3 years Filed as: STEPHENS CAPITAL MANAGEMENT Service code 27 · EIN 71-0641478 | Advisory (Plan) | $350,000 |
Filed as: CLARK SCHAFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $38,650 |
Service code 17 · EIN 13-4206965 | Pension Consulting | $13,125 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 5.60% | 11.94%-6.3pp | 6.70%-1.1pp | 8.76%-3.2pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |