Filed August 8, 2023 (most recent of 2 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 | $492,871 |
JEFFREY SLOCUM & ASSOCIATES1+ years Service code 16 · EIN 41-1567437 | Consulting | $250,090 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $213,070 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN INVESTMENT ADVISORY Service code 21 · EIN 52-1952888 | Bank Trustee | $116,087 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $106,218 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $97,463 |
RUTABAGA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3451870 | Investment Management | $86,725 |
Filed as: COLCHESTER GLOBAL INVESTORS Service code 28 · EIN 13-4099334 | Investment Management | $16,225 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $7,745 |
MARCUM LLP1+ years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $7,579 |
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 | $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 | 3.22% | 5.72%-2.5pp | 5.00%-1.8pp | 10.64%-7.4pp |
| Employer contribution / active EE | $4,117 | $7,055-41.6% | $35,918-88.5% | $11,561-64.4% |
| 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% |