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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $110,046 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,116 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 | Accounting | $13,556 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $6,280 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 57.6%-57.6pp | 43.9%-43.9pp |
| Annual return | 3.40% | 8.11%-4.7pp | 8.05%-4.7pp | 13.05%-9.6pp |
| Employer contribution / active EE | $82,491 | $44,185+86.7% | $42,683+93.3% | $37,647+119.1% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |