| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $189,591 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $114,723 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $83,892 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $31,857 |
CALLAN ASSOCIATES8+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $6,984 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.06% | 1.88%-17.9pp | -5.12%-10.9pp | 2.78%-18.8pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $1,707 | $482+254.4% | $101+1592.2% | $691+147.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |