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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $33,838 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $17,342 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $12,920 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.55% | 22.74%-12.2pp | 16.78%-6.2pp | 13.95%-3.4pp |
| Employer contribution / active EE | $18,667 | $16,157+15.5% | $26,328-29.1% | $16,598+12.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |