Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $454,375 |
XEROX CORPORATION1+ years Filed as: XEROX HR Service code 15 · EIN 16-0468020 | Recordkeeping | $431,044 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $96,122 |
BTHR CONSULTING1+ years Service code 49 200 HIGHLAND AVE., SUITE 305 · NEEDHAM, MA 02494 | Other Services | $88,093 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 7.76% | 5.72%+2.0pp | 5.00%+2.8pp | 10.64%-2.9pp |
| Employer contribution / active EE | $15,729 | $7,055+122.9% | $35,918-56.2% | $11,561+36.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |