Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $8,240,403 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 50 · EIN 43-1796706 | Direct Payment | $1,461,893 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $744,916 |
CURCIO WEBB2+ years Service code 28 · EIN 36-4171366 | Investment Management | $210,227 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $80,701 |
SEDGEWICK CMS2+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $72,930 |
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 23 · EIN 04-1590850 | Insurance services | $60,164 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANT CO, LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $27,000 |
Filed as: AXA EQUITABLE Service code 28 · EIN 13-5570651 | Investment Management | $19,363 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN FOREST MANAGEMENT Service code 28 · EIN 57-0682169 | Investment Management | $16,631 |
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 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 5.55% | 10.64%-5.1pp | 7.98%-2.4pp | 10.64%-5.1pp |
| Employer contribution / active EE | $27,647 | $11,561+139.1% | $23,724+16.5% | $11,561+139.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |