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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $304,315 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 13 · EIN 36-2085229 | Contract Administrator | $39,542 |
FOLEY & LARDNER LLP2 years Service code 29 150 E GILMAN ST, SUITE 5000 · MADISON, WI 53703 | Legal | $21,437 |
ASCENSUS LLC6+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $11,757 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS PARTNERS Service code 11 130 TURNER ST BLDG 3, STE 510 · WALTHAM, MA 02453 | Actuarial | $11,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 2.36% | 3.70%-1.3pp | 7.69%-5.3pp | 24.44%-22.1pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |