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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $99,583 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA AND CO., P.C. Service code 10 · EIN 74-2181616 | Accounting | $31,000 |
Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $28,588 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | 5.66% | -3.52%+9.2pp | -3.29%+9.0pp | -0.69%+6.4pp |
| Employer contribution / active EE | $766 | $14,733-94.8% | $36,762-97.9% | $16,786-95.4% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |