Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $2,718,047 |
Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $990,863 |
Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $72,672 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE · WASHINGTON DC, DC 20006 | Legal | $13,974 |
Annual investment return 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 | $40,289-100.0% | $110,523-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 47.6%-47.6pp | 4.2%-4.2pp |
| Annual return | 2.90% | 10.64%-7.7pp | 1.69%+1.2pp | 10.64%-7.7pp |
| Employer contribution / active EE | $7,243 | $11,561-37.3% | $24,295-70.2% | $11,561-37.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $1,031-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $1,392-100.0% | $312-100.0% |