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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $900,219 |
RIDGEWORTH1 year Filed as: MONTAG & CALDWELL Service code 28 · EIN 32-0360666 | Investment Management | $435,205 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $142,901 |
BLACKROCK1 year Service code 24 · EIN 94-3112180 | Discretionary Trustee | $81,189 |
LCG ASSOCIATES, INC.1 year Service code 17 · EIN 75-1680350 | Pension Consulting | $34,825 |
GARY A NAGLER PLLC1 year Filed as: GARY A. NAGLER, P.L.L.C. Service code 29 · EIN 76-0622745 | Legal | $23,675 |
HAM, LANGSTON & BREZINA, LLP4+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $15,757 |
RETIREMENT HORIZONS INC.4+ years Service code 11 · EIN 76-0551734 | Actuarial | $7,518 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 3081.56% | 39.99%+3041.6pp | 4.36%+3077.2pp | 33.37%+3048.2pp |
| Employer contribution / active EE | $78 | $11,066-99.3% | $27,383-99.7% | $11,253-99.3% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |