Filed January 2, 2024
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $615,586 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $92,696 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 50 S. LASALLE STREET · CHICAGO, IL 60675 | Custodial (other than securities); Ot... | $59,829 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $52,430 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 13.21% | 7.65%+5.6pp | 3.39%+9.8pp | 7.65%+5.6pp |
| Employer contribution / active EE | $17,422 | $20,582-15.4% | $31,780-45.2% | $20,582-15.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |