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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $770,160 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $259,982 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $79,516 |
HAM, LANGSTON & BREZINA, LLP3+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $10,504 |
GARY A NAGLER PLLC1 year Filed as: GARY A. NAGLER, PLLC Service code 29 · EIN 76-0622745 | Legal | $8,628 |
RETIREMENT HORIZONS INC.3+ years Service code 11 · EIN 76-0551734 | Actuarial | $5,909 |
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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 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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 1963.95% | 35.86%+1928.1pp | 10.53%+1953.4pp | 17.84%+1946.1pp |
| Employer contribution / active EE | $0 | $23,588-100.0% | $29,360-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |