Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $534,883 |
PARTNERS HEALTHCARE1 year Service code 13 · EIN 04-3294527 | Contract Administrator | $492,577 |
XEROX CORPORATION2+ years Filed as: XEROX HR Service code 15 · EIN 16-0468020 | Recordkeeping | $420,282 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 800 BOYLSTON STREET · BOSTON, MA 021993600 | Legal | $178,631 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $117,890 |
BTHR CONSULTING2+ years Service code 49 200 HIGHLAND AVE., SUITE 305 · NEEDHAM, MA 02494 | Other Services | $68,652 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 13.82% | 14.29%-0.5pp | 10.16%+3.7pp | 1057.21%-1043.4pp |
| Employer contribution / active EE | $5,654 | $6,552-13.7% | $33,192-83.0% | $14,374-60.7% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |