Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $2,379,555 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $230,044 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $123,511 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 49 · EIN 06-6033492 | Other Services | $71,831 |
Filed as: JOHN HANCOCK Service code 49 · EIN 04-1414660 | Other Services | $64,999 |
Filed as: STATE STREET GLOBAL ADVISOR TRST CO Service code 19 · EIN 81-4017137 | Securities Custodian | $50,459 |
Service code 10 · EIN 06-1648707 | Accounting | $33,083 |
HOLLAND & KNIGHT3+ years Service code 29 · EIN 59-0663819 | Legal | $27,695 |
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 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 14.28% | 16.32%-2.0pp | 11.12%+3.2pp | 16.32%-2.0pp |
| Employer contribution / active EE | $67,242 | $12,766+426.7% | $22,651+196.9% | $12,766+426.7% |
| Participant deferral / active EE | $1 | $800-99.9% | $198-99.7% | $800-99.9% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |