Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Contract Administrator; Recordkeeping... | $252,325 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $106,858 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $78,027 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $33,000 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $31,801 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $23,201 |
ALVAREZ & MARSAL TAXAND, LLC1+ years Filed as: ALVAREZ & MARSHAL TAX, LLC Service code 16 · EIN 56-2409465 | Consulting | $17,500 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $10,207 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LGIM AMERICA Service code 28 71 S. WACKER DR, STE 800 · CHICAGO, IL 60606 | Investment Management | $8,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.34% | 10.00%-8.7pp | 5.04%-3.7pp | 9.30%-8.0pp |
| Employer contribution / active EE | $29,332 | $10,331+183.9% | $26,454+10.9% | $12,551+133.7% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |