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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $581,803 |
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT INVESTMENT Service code 27 · EIN 82-0983489 | Advisory (Plan) | $241,764 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $60,398 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $58,500 |
BLANKROME1 year Service code 29 · EIN 23-1311874 | Legal | $14,492 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE SOLUTIONS Service code 11 · EIN 04-3513306 | Actuarial | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.1%-43.1pp |
| Annual return | 0.85% | 288.80%-288.0pp | 380.71%-379.9pp | 259.19%-258.3pp |
| Employer contribution / active EE | $0 | $47,323-100.0% | $45,089-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |