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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $78,779 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $31,879 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $26,478 |
Service code 17 · EIN 82-1434504 | Pension Consulting | $24,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 3333 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Pension Consulting | $24,000 |
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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 | $331,632-100.0% | $331,632-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.9%-55.9pp |
| Annual return | 12.52% | 10.23%+2.3pp | 10.60%+1.9pp | 24.44%-11.9pp |
| Employer contribution / active EE | $26,833 | $49,083-45.3% | $43,831-38.8% | $41,344-35.1% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |