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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 27 5 CONCOURSE PKWY SUITE 1800 · ATLANTA, GA 30328 | Advisory (Plan) | $294,134 |
AON CONSULTING4+ years Service code 14 · EIN 22-2232264 | Plan Administrator | $212,713 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL GROUP Service code 28 | Investment Management | $72,462 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $47,886 |
Filed as: GALLAGHER FIDUCIARY ADVISOR Service code 31 · EIN 36-4291971 | Named fiduciary; Direct payment from ... | $23,799 |
KORN FERRY HAY GROUP3+ years Service code 11 1650 ARCH ST, SUITE 2300 · PHILADELPHIA, PA 19103 | Actuarial | $23,525 |
Filed as: CITI BANK, N.A. Service code 28 399 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $21,823 |
ALSTON & BIRD LLP1 year Service code 29 1201 WEST PEACHTREE STREET · ATLANTA, GA 30309 | Legal | $8,353 |
MIDFIRST BANK1 year Service code 28 501 NW GRAND BOULEVARD · OKLAHOMA CITY, OK 73118 | Investment Management | $6,600 |
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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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -5.27% | -1.65%-3.6pp | -3.29%-2.0pp | 0.19%-5.5pp |
| Employer contribution / active EE | $8,731 | $15,083-42.1% | $36,762-76.2% | $13,763-36.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |