Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $270,714 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $265,979 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $174,200 |
FID INV INST OPS CO3 years Service code 16 · EIN 04-2647786 | Consulting | $102,975 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $61,624 |
DEMARCHE ASSOCIATES, INC.2 years Filed as: DEMARCHE ASSOC. Service code 16 · EIN 43-1493130 | Consulting | $9,000 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $6,612 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -25.85% | 0.10%-26.0pp | -4.80%-21.0pp | -14.65%-11.2pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |