Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $4,289,154 |
MERCER2 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $674,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $478,058 |
FCA US LLC4+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $337,642 |
US EVALUATION SERVICES LLC4+ years Service code 49 · EIN 26-1278155 | Other Services | $22,150 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $18,587 |
THE MURRAY LAW GROUP, LLC2 years Service code 29 · EIN 38-3277185 | Legal | $5,236 |
NATIONWIDE4+ years Filed as: NATIONWIDE I.M.E. Service code 12 671 EAST BIG BEAVER · TROY, MI 48083 | Direct payment from the plan; Claims ... | $5,160 |
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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.40% | -1.95%-2.5pp | 12.68%-17.1pp | -1.95%-2.5pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $22,860-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |