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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $44,304 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 20 · EIN 31-0841368 | Investment management fees paid direc... | $27,020 |
ELLIOTT DAVIS, LLC3 years Service code 10 · EIN 57-0381582 | Accounting | $23,075 |
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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 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -18.73% | -12.83%-5.9pp | -10.12%-8.6pp | -5.25%-13.5pp |
| Employer contribution / active EE | $20,984 | $11,974+75.2% | $47,166-55.5% | $15,161+38.4% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |