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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $49,296 |
US BANK1+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0304228 | Bank Trustee | $28,021 |
WEINSTEIN ZUGMAN, LLC1+ years Filed as: WEINSTEIN SPIRA & COMPANY Service code 10 · EIN 74-2181616 | Accounting | $15,500 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -4.57% | 3.81%-8.4pp | 4.07%-8.6pp | 7.18%-11.8pp |
| Employer contribution / active EE | $0 | $14,300-100.0% | $36,235-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |