Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $2,409,207 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $270,502 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $193,068 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 49 · EIN 06-6033492 | Other Services | $81,520 |
Filed as: JOHN HANCOCK Service code 49 · EIN 04-1414660 | Other Services | $79,820 |
Service code 10 · EIN 06-1648707 | Accounting | $35,650 |
HOLLAND & KNIGHT2+ years Service code 29 · EIN 59-0663819 | Legal | $20,900 |
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 7.27% | 5.86%+1.4pp | 1.15%+6.1pp | 5.86%+1.4pp |
| Employer contribution / active EE | $17,290 | $10,137+70.6% | $26,339-34.4% | $10,137+70.6% |
| Participant deferral / active EE | $1 | $492-99.9% | $178-99.6% | $492-99.9% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |