Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $241,302 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 13 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Contract Administrator | $144,948 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $73,129 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $32,101 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $29,799 |
RSM US LLP3 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $27,976 |
CURCIO WEBB4+ years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $9,461 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 549.80% | 3.99%+545.8pp | 4.36%+545.4pp | 10.56%+539.2pp |
| Employer contribution / active EE | $0 | $11,621-100.0% | $27,383-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |