Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $65,839 |
Filed as: METLIFE INC Service code 28 · EIN 13-4075851 | Investment Management | $65,586 |
Service code 27 · EIN 20-0626809 | Advisory (Plan) | $54,251 |
MERCER7 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $24,275 |
AETNA LIFE INSURANCE COMPANY8+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $6,807 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0855910 | Accounting | $5,975 |
Employer 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 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 2.19% | 13.18%-11.0pp | 32.33%-30.1pp | 13.18%-11.0pp |
| Employer contribution / active EE | $436 | $8,469-94.8% | $33,964-98.7% | $8,469-94.8% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |