Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,613,253 |
CURCIO WEBB1 year Service code 29 21805 FIELD PARKWAY · DEER PARK, IL 60010 | Legal | $713,385 |
XEROX CORPORATION3+ years Filed as: XEROX HR Service code 15 · EIN 16-0468020 | Recordkeeping | $309,937 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $122,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 56.65% | -0.93%+57.6pp | -102.04%+158.7pp | -1.95%+58.6pp |
| Employer contribution / active EE | $3,114 | $6,242-50.1% | $36,232-91.4% | $9,243-66.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |