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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $61,036 |
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $30,212 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $22,299 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $10,382 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $9,897 |
JL CAPITAL MANAGEMENT1+ years Service code 16 · EIN 27-1103783 | Consulting | $8,796 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,227 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -1.63% | 2.81%-4.4pp | -1.71%+0.1pp | 2.81%-4.4pp |
| Employer contribution / active EE | $12,060 | $16,358-26.3% | $45,357-73.4% | $16,358-26.3% |
| Participant deferral / active EE | $0 | $775-100.0% | $175-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |