Filed July 16, 2024 (most recent of 3 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 | $2,601,366 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $359,868 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $174,518 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $102,776 |
Service code 10 · EIN 06-1648707 | Accounting | $65,364 |
HOLLAND & KNIGHT1+ years Service code 29 · EIN 59-0663819 | Legal | $60,425 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 23 · EIN 06-6033492 | Insurance services | $60,381 |
HITCHCOCK PRINTING1+ years Service code 99 191 JOHN DOWNEY DRIVE · NEW BRITAIN, CT 06051 | Other Fees | $8,901 |
RICHARDS KIBBE & ORBE1+ years Service code 29 · EIN 13-3441383 | Legal | $7,354 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 0.24% | 3.11%-2.9pp | 16.23%-16.0pp | 3.11%-2.9pp |
| Employer contribution / active EE | $25,955 | $9,361+177.3% | $17,605+47.4% | $9,361+177.3% |
| Participant deferral / active EE | $1 | $375-99.7% | $237-99.5% | $375-99.7% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | - |