Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Participant communication; Legal; Rec... | $2,823,362 |
Service code 28 · EIN 95-2642764 | Investment Management | $1,104,613 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $961,130 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $959,235 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $849,662 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $792,358 |
GROOM LAW GROUP9+ years Service code 29 · EIN 52-1219029 | Legal | $590,502 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $447,897 |
FRANKLIN TEMPLETON2 years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $350,017 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2628166 | Advisory (Plan) | $178,459 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 10.74% | 33.11%-22.4pp | 7.69%+3.1pp | 33.11%-22.4pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,501-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |