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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $690,873 |
NORTHERN TRUST COMPANY5+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $137,399 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $90,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $40,215 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $12,079 |
DATAMATION IMAGING SERVICES3 years Filed as: DATAMATION IMAGING SERVICES CORP Service code 15 · EIN 36-4303011 | Recordkeeping | $5,082 |
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Participant contribution per participant 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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 10.88% | 20.09%-9.2pp | 15.31%-4.4pp | 37.77%-26.9pp |
| Employer contribution / active EE | $7,781 | $15,382-49.4% | $28,686-72.9% | $15,798-50.7% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |