Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,248,782 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $660,936 |
CLS INVESTMENTS2 years Filed as: CLS INVESTMENT LLC Service code 28 · EIN 32-0070947 17605 WRIGHT STREET · OHAMA, NE 68130 | Investment Management | $567,059 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $504,758 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $123,806 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $69,034 |
HEDGESERV CAYMAN LTD2 years Service code 49 · EIN 98-0577592 | Other Services | $24,629 |
GROOM LAW GROUP7 years Filed as: GROOM LAW Service code 29 · EIN 73-1471973 | Legal | $19,590 |
BSR & CO.2 years Filed as: BSR AND CO. LLP Service code 10 · EIN 98-0479865 | Accounting | $15,539 |
K1X, INC1 year Service code 15 · EIN 88-3572428 | Recordkeeping | $14,045 |
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 | $1,469,698-100.0% | $56,546-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -15.68% | 7.68%-23.4pp | -11.22%-4.5pp | 7.68%-23.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $32,882-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $579-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,473-100.0% | $19,323-100.0% |