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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $86,000 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $63,796 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $24,708 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $10,400 |
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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 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 9.99% | 15.11%-5.1pp | 12.78%-2.8pp | 22.81%-12.8pp |
| Employer contribution / active EE | $32,110 | $12,021+167.1% | $44,816-28.4% | $18,290+75.6% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |