Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $167,128 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $101,602 |
Filed as: METLIFE INC Service code 28 · EIN 13-4075851 | Investment Management | $78,421 |
Service code 27 · EIN 20-0626809 | Advisory (Plan) | $43,567 |
MERCER8 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $12,553 |
AETNA LIFE INSURANCE COMPANY9+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $6,996 |
Employer contribution per participant 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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.88% | 8.85%+1.0pp | 9.82%+0.1pp | 8.85%+1.0pp |
| Employer contribution / active EE | $574 | $8,529-93.3% | $30,322-98.1% | $8,529-93.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |