Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 65 · EIN 53-0181291 | Account Maintenance | $1,861,024 |
NORTHEAST UTILITIES SVC CO.2 years Service code 65 · EIN 06-0810627 | Account Maintenance | $961,369 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $492,907 |
TEMPO HOLDING COMPANY, LLC4 years Service code 65 · EIN 82-1061233 | Account Maintenance | $364,075 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $310,463 |
AON CONSULTING9+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $177,894 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $66,978 |
SHEPPARD MULLIN3 years Filed as: SHEPPARD MULLIN RICHTER Service code 29 · EIN 95-1463164 | Legal | $56,816 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 49 · EIN 06-6033492 | Other Services | $49,388 |
Service code 10 · EIN 06-1648707 | Accounting | $38,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 4.74% | 8.28%-3.5pp | 8.46%-3.7pp | 9.11%-4.4pp |
| Employer contribution / active EE | $0 | $8,225-100.0% | $25,175-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $1 | $294-99.6% | $181-99.4% | $1,272-99.9% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |