Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $6,772,325 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,627,402 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 50 · EIN 43-1796706 | Direct Payment | $441,339 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $100,884 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $80,000 |
SEDGEWICK CMS3+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $76,230 |
CURCIO WEBB3+ years Service code 28 · EIN 36-4171366 | Investment Management | $68,802 |
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 23 · EIN 04-1590850 | Insurance services | $57,402 |
EM PRINTING2 years Service code 50 · EIN 47-5104757 | Direct Payment | $50,846 |
Filed as: AXA EQUITABLE Service code 28 · EIN 13-5570651 | Investment Management | $33,635 |
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 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 17.74% | 1057.21%-1039.5pp | 10.53%+7.2pp | 1057.21%-1039.5pp |
| Employer contribution / active EE | $46,588 | $14,374+224.1% | $29,360+58.7% | $14,374+224.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |