Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $307,577 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $142,644 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Contract Administrator | $81,989 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 900 SALEM STREET · SMITHFIELD, RI 02917 | Investment Management | $61,524 |
RSM US LLP1+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $45,519 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $36,191 |
CURCIO WEBB1+ years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $26,337 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -14.44% | -0.81%-13.6pp | -2.90%-11.5pp | 2.81%-17.2pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |