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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY2+ years Filed as: ASSOCIATED TRUST COMPANY NA Service code 17 · EIN 30-0219031 | Pension Consulting | $0 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $0 |
WILLIS TOWERS WATSON US LLC2+ years Service code 10 · EIN 53-0181291 | Accounting | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $247,120-100.0% | $213,834-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.5%-44.5pp |
| Annual return | -0.09% | -11.83%+11.7pp | -5.12%+5.0pp | -14.65%+14.6pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |