Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $1,485,407 |
FCA US LLC5+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $154,577 |
MERCER3 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $101,520 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $76,643 |
THE MURRAY LAW GROUP, LLC3 years Service code 29 · EIN 38-3277185 | Legal | $49,459 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 23 751 BROAD STREET · NEWARK, NJ 07102 | Other insurance fees and expenses; Di... | $38,012 |
NORTON ROSE FULBRIGHT3 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $17,186 |
Filed as: PRICE WATERHOUSE COOPERS LLP Service code 11 | Actuarial | $7,794 |
Employer 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.
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 | $0 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.43% | 1023.85%-1006.4pp | 29.77%-12.3pp | 1023.85%-1006.4pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $33,607-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |