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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $908,713 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $779,557 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $402,936 |
TRUCKER HUSS1 year Filed as: TRUCKER-HUSS Service code 29 · EIN 94-3216063 | Legal | $315,008 |
Filed as: PRINCIPAL CUSTODY SERVICES Service code 21 · EIN 94-0282125 | Bank Trustee | $207,735 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAG Service code 28 · EIN 51-0412248 | Investment Management | $102,207 |
Filed as: STEPHEN HORN Service code 22 · EIN 94-3249244 | Insurance Broker | $78,532 |
WTC CTF DIH1 year Filed as: WTC-DIF II SECURITIZED Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $66,472 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $58,500 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $34,361 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 11.49% | 9.71%+1.8pp | 32.33%-20.8pp | 9.11%+2.4pp |
| Employer contribution / active EE | $6,066 | $7,317-17.1% | $33,964-82.1% | $12,231-50.4% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |