Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $3,829,334 |
MERCER6 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $672,456 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $599,023 |
FCA US LLC8+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $424,220 |
NORTON ROSE FULBRIGHT6 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $52,268 |
US EVALUATION SERVICES LLC8+ years Service code 49 · EIN 26-1278155 | Other Services | $22,350 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 11 205 N. MICHIGAN AVE · CHICAGO, IL 60601 | Actuarial | $18,900 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.58% | 7.68%-24.3pp | -5.12%-11.5pp | 7.68%-24.3pp |
| Employer contribution / active EE | $20,579 | $9,142+125.1% | $31,020-33.7% | $9,142+125.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |