Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 65 · EIN 53-0181291 | Account Maintenance | $1,806,897 |
NORTHEAST UTILITIES SVC CO.3 years Service code 65 · EIN 06-0810627 | Account Maintenance | $962,912 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT HOLDING COMPANY LLC Service code 65 · EIN 82-1061233 | Account Maintenance | $490,861 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $443,356 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $294,568 |
AON CONSULTING10+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $225,956 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $115,555 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 49 · EIN 06-6033492 | Other Services | $46,230 |
FIONDELLA, MILONE & LASARACINA LLP10+ years Service code 10 · EIN 06-1648707 | Accounting | $41,250 |
SHEPPARD MULLIN4 years Filed as: SHEPPARD MULLIN RICHTER Service code 29 · EIN 95-1463164 | Legal | $23,184 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.81% | 18.61%-14.8pp | 4.95%-1.1pp | 9.30%-5.5pp |
| Employer contribution / active EE | $0 | $11,871-100.0% | $20,917-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $1 | $119-99.5% | $188-99.7% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |