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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $382,231 |
AON CONSULTING6+ years Service code 14 · EIN 22-2232264 | Plan Administrator | $233,157 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL GROUP Service code 28 | Investment Management | $119,216 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $54,622 |
Filed as: GALLAGHER FIDUCIARY ADVISOR Service code 31 · EIN 36-4291971 | Named fiduciary; Direct payment from ... | $33,173 |
KORN FERRY HAY GROUP5+ years Service code 11 · EIN 41-0858903 | Actuarial | $28,000 |
HANCOCK ASKEW & CO., LLP6+ years Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 | Accounting | $19,750 |
NEWMARK KNIGHT FRANK1 year Filed as: NEWMARK KNIGHT FRANK VALUATION Service code 34 · EIN 37-1862520 | Direct payment from the plan; Valuati... | $9,100 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 13.75% | 10.09%+3.7pp | 174.94%-161.2pp | 627.08%-613.3pp |
| Employer contribution / active EE | $4,424 | $12,251-63.9% | $38,590-88.5% | $18,824-76.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |