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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $84,000 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $63,000 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $41,355 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $33,988 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 17.90% | 12.03%+5.9pp | 14.41%+3.5pp | 23.90%-6.0pp |
| Employer contribution / active EE | $25,243 | $30,615-17.5% | $45,283-44.3% | $16,539+52.6% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |