Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $2,226,657 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $900,778 |
Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-6748526 | Directed Trustee | $801,321 |
FCA US LLC2+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $328,305 |
THE MURRAY LAW GROUP, LLC2+ years Filed as: THE MURRAY LAW GROUP, P.C. Service code 29 · EIN 38-3277185 | Legal | $107,934 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 49 · EIN 74-1201087 | Other Services | $37,472 |
NATIONWIDE2+ years Filed as: NATIONWIDE I.M.E. Service code 49 671 EAST BIG BEAVER · TROY, MI 48083 | Other Services | $19,895 |
US EVALUATION SERVICES LLC2+ years Service code 49 · EIN 26-1278155 | Other Services | $11,900 |
Service code 12 · EIN 36-2685608 | Claims processing; Other services; Di... | $5,725 |
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.40% | 7.02%+1.4pp | 5.44%+3.0pp | 10.64%-2.2pp |
| Employer contribution / active EE | $0 | $9,548-100.0% | $25,481-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |