Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $400,648 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $95,730 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Contract Administrator | $37,536 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $37,471 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $34,455 |
CURCIO WEBB3+ years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $15,902 |
RSM US LLP2 years Service code 28 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $13,408 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 11.96% | 18.28%-6.3pp | 10.53%+1.4pp | 13.95%-2.0pp |
| Employer contribution / active EE | $46,903 | $11,746+299.3% | $29,360+59.8% | $16,598+182.6% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |