Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $10,634,931 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,229,791 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 50 · EIN 43-1796706 | Direct Payment | $1,132,932 |
CURCIO WEBB1+ years Service code 28 · EIN 36-4171366 | Investment Management | $522,047 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $233,546 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $80,000 |
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 23 · EIN 04-1590850 | Insurance services | $57,220 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN FOREST MANAGEMENT Service code 28 · EIN 57-0682169 | Investment Management | $50,001 |
SEDGEWICK CMS1+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $35,921 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG BNA Service code 56 3 BETHESDA METRO CENTER, SUITE 250 · BETHESDA, MD 20814 | Non-monetary compensation | $31,566 |
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 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | -0.01% | -0.08%+0.1pp | -2.90%+2.9pp | -0.08%+0.1pp |
| Employer contribution / active EE | $28,583 | $7,991+257.7% | $27,990+2.1% | $7,991+257.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |