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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $40,635 |
ELLIOTT DAVIS, LLC1 year Service code 10 · EIN 57-0381582 | Accounting | $20,000 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $15,926 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $229,060-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 27.3%-27.3pp | 13.5%-13.5pp |
| Annual return | 10.96% | 8.89%+2.1pp | 7.48%+3.5pp | 9.29%+1.7pp |
| Employer contribution / active EE | $19,154 | $10,747+78.2% | $39,603-51.6% | $15,168+26.3% |
| Participant deferral / active EE | $0 | $670-100.0% | $172-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $1,197-100.0% | $2,037-100.0% |