Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,581,039 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 4 OVERLOOK POINT, LINCOLNSHIRE · LINCOLNSHIRE, IL 60069 | Recordkeeping | $1,568,233 |
Filed as: STATE STREET RETIREE SERVICES Service code 49 · EIN 04-6748526 | Other Services | $410,824 |
FCA US LLC2+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $212,530 |
THE MURRAY LAW GROUP, LLC2+ years Filed as: THE MURRAY LAW GROUP, P.C. Service code 29 · EIN 38-3277185 | Legal | $138,939 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 23 751 BROAD STREET · NEWARK, NJ 07102 | Direct payment from the plan; Other i... | $52,588 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 49 · EIN 74-1201087 | Other Services | $31,483 |
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 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 5.49% | 5.86%-0.4pp | 5.44%+0.1pp | 5.86%-0.4pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $25,481-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |