Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $318,118 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $134,839 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 13 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Contract Administrator | $90,055 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $45,206 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $34,460 |
RSM US LLP1 year Service code 28 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $31,360 |
CURCIO WEBB2+ years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $24,251 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 21 PO BOX 73307 · CHICAGO, IL 606737307 | Bank Trustee | $13,951 |
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Participant contribution per participant 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.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 6.83% | 7.64%-0.8pp | 7.98%-1.2pp | 11.88%-5.0pp |
| Employer contribution / active EE | $23,984 | $10,406+130.5% | $23,724+1.1% | $14,612+64.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |