Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $4,233,564 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $991,285 |
MERCER5 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $939,177 |
FCA US LLC7+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $405,199 |
NORTON ROSE FULBRIGHT5 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $138,270 |
BDO USA, LLP2 years Filed as: BDO Service code 11 · EIN 13-5381590 | Actuarial | $18,500 |
US EVALUATION SERVICES LLC7+ years Service code 49 · EIN 26-1278155 | Other Services | $18,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 11 · EIN 38-1357951 | Actuarial | $9,399 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 9.67% | 13.51%-3.8pp | 7.32%+2.3pp | 13.51%-3.8pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |