Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $3,762,276 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $619,031 |
FCA US LLC3+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $233,561 |
Service code 29 · EIN 38-3277185 | Legal | $113,864 |
MERCER1 year Service code 11 ONE TOWNE SQUARE, · SOUTHFILED, MI 48076 | Actuarial | $90,000 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $43,661 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 23 751 BROAD STREET · NEWARK, NJ 07102 | Other insurance fees and expenses; In... | $37,830 |
Filed as: PRICE WATERHOUSE COOPERS, LLC Service code 10 500 WOODWARD AVENUE · DETROIT, MI 48226 | Accounting | $19,071 |
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.20% | 16.32%-4.1pp | 16.78%-4.6pp | 16.32%-4.1pp |
| Employer contribution / active EE | $42,796 | $12,766+235.2% | $26,328+62.5% | $12,766+235.2% |
| Participant deferral / active EE | $0 | $800-100.0% | $97-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |