Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $1,745,103 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $188,591 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $63,999 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 49 · EIN 06-6033492 | Other Services | $60,313 |
Service code 65 · EIN 82-1061233 | Account Maintenance | $60,000 |
Service code 10 · EIN 06-1648707 | Accounting | $35,500 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $30,991 |
HOLLAND & KNIGHT6+ years Service code 29 · EIN 59-0663819 | Legal | $13,526 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 12.02% | 19.50%-7.5pp | 8.35%+3.7pp | 12.86%-0.8pp |
| Employer contribution / active EE | $20,623 | $27,684-25.5% | $27,010-23.6% | $13,687+50.7% |
| Participant deferral / active EE | $1 | $327-99.8% | $180-99.6% | $833-99.9% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |