Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,357,727 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $423,803 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2683227 | Investment Management | $278,394 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $235,161 |
Filed as: PRICEWATERHOUSECOPPERS Service code 10 · EIN 13-4008324 | Accounting | $75,234 |
KRYSTAL CIMINO1 year Filed as: KRYSTAL LENDON Service code 17 3071 PEARL ROAD · MEDINA, OH 44256 | Pension Consulting | $5,190 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $0 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 15 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $110,792-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | -0.58% | -1.95%+1.4pp | -0.33%-0.3pp | -1.95%+1.4pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $25,782-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $928-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,824-100.0% | $62,356-100.0% |