Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $1,852,277 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $204,233 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $111,088 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $69,000 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 49 · EIN 06-6033492 | Other Services | $62,222 |
Service code 10 · EIN 06-1648707 | Accounting | $34,620 |
HOLLAND & KNIGHT5+ years Service code 29 · EIN 59-0663819 | Legal | $19,742 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.49% | 17.95%-5.5pp | 13.45%-1.0pp | 21.83%-9.3pp |
| Employer contribution / active EE | $19,643 | $16,835+16.7% | $26,057-24.6% | $12,237+60.5% |
| Participant deferral / active EE | $1 | $317-99.7% | $181-99.5% | $987-99.9% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |