Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $2,002,668 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2683227 | Investment Management | $529,136 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $221,725 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $76,208 |
JACKSON WALKER1 year Filed as: JACKSON WALKER LLP Service code 29 2323 ROSS AVE · DALLAS, TX 75201 | Legal | $14,231 |
GROOM LAW GROUP2 years Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE · WASHINGTON DC, DC 20006 | Legal | $13,868 |
Filed as: MORGAN STANLEY Service code 33 1585 BROADWAY, 15 FLOOR · NEW YORK, NY 10036 | Securities brokerage | $0 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 15 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,491,905-100.0% | $127,144-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 62.9%-62.9pp | 5.3%-5.3pp |
| Annual return | 19.97% | 1057.21%-1037.2pp | 9.35%+10.6pp | 1057.21%-1037.2pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $25,504-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $1,066-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,049-100.0% | $81,210-100.0% |