Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $422,479 |
MERCER4 years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $123,842 |
RUTABAGA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 04-3451870 | Investment Management | $123,546 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0855910 | Accounting | $15,870 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $6,988 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.69% | 13.80%-3.1pp | 90.61%-79.9pp | 13.80%-3.1pp |
| Employer contribution / active EE | $712 | $10,386-93.1% | $32,730-97.8% | $10,386-93.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |