| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $446,736 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $298,895 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $80,375 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $54,385 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $9,116 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $8,628 |
CALLAN ASSOCIATES4+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $8,579 |
CHIPTON-ROSS3 years Service code 13 · EIN 39-1341435 | Contract Administrator | $7,639 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $6,805 |
Service code 10 · EIN 54-0975470 | Accounting | $6,510 |
Participant contribution per participant 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.10% | 201.32%-205.4pp | 12.68%-16.8pp | 33.37%-37.5pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $1,746 | $658+165.2% | $123+1321.7% | $819+113.2% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |