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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $145,915 |
CITIZENS TRUST1 year Filed as: CITIZENS BUSINESS BANK UNDER TEFRA Service code 21 · EIN 95-6806148 | Bank Trustee | $116,713 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $6,500 |
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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 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 9.50% | 8.12%+1.4pp | 9.82%-0.3pp | 8.21%+1.3pp |
| Employer contribution / active EE | $8,135 | $16,766-51.5% | $30,322-73.2% | $13,841-41.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |