Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 65 · EIN 53-0181291 | Account Maintenance | $1,906,348 |
TEMPO HOLDING COMPANY, LLC2 years Service code 65 · EIN 82-1061233 | Account Maintenance | $406,655 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $266,699 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $243,082 |
TECHUMEN LLC1 year Service code 65 · EIN 26-4374310 | Account Maintenance | $120,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE , LLP Service code 65 · EIN 13-3891517 | Account Maintenance | $87,691 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $61,999 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 49 · EIN 06-6033492 | Other Services | $58,301 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLIN RICHTER Service code 29 · EIN 95-1463164 | Legal | $48,367 |
Service code 10 · EIN 06-1648707 | Accounting | $38,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 22.81% | 10.14%+12.7pp | 8.31%+14.5pp | 15.63%+7.2pp |
| Employer contribution / active EE | $35,143 | $16,339+115.1% | $21,002+67.3% | $11,476+206.2% |
| Participant deferral / active EE | $1 | $401-99.8% | $224-99.6% | $1,127-99.9% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |