Filed April 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,807,950 |
ALIGHT SOLUTIONS LLC1 year Service code 14 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Plan Administrator | $2,325,012 |
PARTNERS HEALTHCARE3 years Service code 13 · EIN 04-3294527 | Contract Administrator | $583,205 |
Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $403,495 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $199,176 |
BTHR CONSULTING1 year Filed as: BTHR Service code 49 738 MAIN STREET · WALTHAM, MA 02451 | Other Services | $63,175 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 3.57% | 15.39%-11.8pp | 20.73%-17.2pp | 24.48%-20.9pp |
| Employer contribution / active EE | $9,075 | $7,237+25.4% | $36,503-75.1% | $9,418-3.6% |
| Participant deferral / active EE | $3 | $263-99.0% | $77-96.7% | $501-99.5% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |