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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $65,777 |
WEINSTEIN ZUGMAN, LLC4 years Filed as: WEINSTEIN SPIRA AND CO., P.C. Service code 10 · EIN 74-2181616 | Accounting | $14,700 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $5,000 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | -$8,392 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 32.64% | 10.82%+21.8pp | 8.29%+24.4pp | 11.84%+20.8pp |
| Employer contribution / active EE | $904 | $12,700-92.9% | $40,774-97.8% | $17,339-94.8% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |