Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $2,565,217 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $164,065 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $124,904 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 49 · EIN 06-6033492 | Other Services | $67,728 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $56,421 |
HOLLAND & KNIGHT4+ years Service code 29 · EIN 59-0663819 | Legal | $39,904 |
Service code 10 · EIN 06-1648707 | Accounting | $33,075 |
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -1.53% | -5.10%+3.6pp | -6.55%+5.0pp | 33.37%-34.9pp |
| Employer contribution / active EE | $19,972 | $17,560+13.7% | $21,653-7.8% | $11,253+77.5% |
| Participant deferral / active EE | $0 | $304-99.8% | $160-99.7% | $819-99.9% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |