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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $663,918 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 13-4206965 | Actuarial | $360,857 |
STEPHENS INC1 year Filed as: STEPHENS CAPITAL MANAGEMENT Service code 27 · EIN 71-0641478 | Advisory (Plan) | $350,000 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 17 · EIN 13-4206965 | Pension Consulting | $5,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -13.38% | -11.26%-2.1pp | -4.80%-8.6pp | 2.78%-16.2pp |
| Employer contribution / active EE | $41,747 | $17,131+143.7% | $30,897+35.1% | $15,276+173.3% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |