Filed December 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $463,617 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $168,534 |
CENTURION ASSET MANAGEMENT3+ years Filed as: CENTURION ASSET MANAGEMENT, LLC Service code 17 · EIN 27-0845548 | Pension Consulting | $58,700 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $5,124 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -14.56% | -11.26%-3.3pp | -4.80%-9.8pp | 2.78%-17.3pp |
| Employer contribution / active EE | $9,343 | $17,131-45.5% | $30,897-69.8% | $15,276-38.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |