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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $100,374 |
THE BANK OF NEW YORK MELLON8 years Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $23,430 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,798 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $104,795-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 50.0%-50.0pp | 2.9%-2.9pp |
| Annual return | 0.77% | 8.39%-7.6pp | 12.12%-11.3pp | 8.39%-7.6pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $33,582-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $130-100.0% | $200-100.0% |