Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,154,166 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $860,823 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENT LLC Service code 28 · EIN 32-0070947 17605 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $562,391 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $86,186 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $69,134 |
HEDGESERV CAYMAN LTD1 year Service code 49 · EIN 98-0577592 | Other Services | $22,114 |
BSR & CO.1 year Filed as: BSR AND CO. LLP Service code 10 · EIN 98-0479865 | Accounting | $13,040 |
GROOM LAW GROUP6 years Filed as: GROOM LAW Service code 29 · EIN 73-1471973 | Legal | $12,804 |
CROWE LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $0 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $97,450-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 16.77% | 13.51%+3.3pp | 10.56%+6.2pp | 13.51%+3.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $28,542-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $484-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,464-100.0% | - |