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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $52,206 |
US BANK6 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $29,073 |
ELLIOTT DAVIS, LLC4 years Service code 10 · EIN 57-0381582 | Accounting | $25,300 |
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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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 12.28% | 9.35%+2.9pp | 9.57%+2.7pp | 9.89%+2.4pp |
| Employer contribution / active EE | $13,117 | $10,293+27.4% | $39,758-67.0% | $14,313-8.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |