Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $812,393 |
ALIGHT SOLUTIONS LLC1+ years Service code 16 · EIN 82-1061233 | Consulting | $569,886 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $426,694 |
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1117282 | Investment Management | $346,592 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $201,190 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $148,143 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $133,960 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WASTON Service code 16 · EIN 23-1159360 | Consulting | $126,456 |
CITRIN COOPERMAN1+ years Filed as: CITRIN COOPERMAN & CO. LLP Service code 16 · EIN 22-2428965 | Consulting | $25,375 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 P.O. BOX 8528 · BOSTON, MA 022668528 | Investment Management | $18,107 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 0.00% | 16.96%-17.0pp | -102.04%+102.0pp | 73.13%-73.1pp |
| Employer contribution / active EE | $5,042 | $5,316-5.2% | $36,232-86.1% | $8,421-40.1% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |