Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,453,087 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $822,848 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $381,328 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 85-1837981 | Investment Management | $282,825 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $195,093 |
Service code 49 · EIN 13-4020673 | Other Services | $112,764 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $70,134 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $69,034 |
GROOM LAW GROUP8 years Filed as: GROOM LAW Service code 29 · EIN 73-1471973 | Legal | $27,294 |
HEDGESERV CAYMAN LTD3 years Service code 49 · EIN 98-0577592 | Other Services | $26,230 |
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 | $186,774-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 55.8%-55.8pp | 0.0%0pp |
| Annual return | 5.76% | 13.18%-7.4pp | 7.78%-2.0pp | 13.18%-7.4pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $32,517-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $504-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $3,044-100.0% | - |