Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $4,135,771 |
MERCER7 years Service code 11 ONE TOWNE SQUARE, SUITE 1100 · SOUTHFIELD, MI 48076 | Actuarial | $1,177,766 |
Filed as: STATE STREET RETIREMENT SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $468,650 |
FCA US LLC9+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $444,354 |
Service code 50 · EIN 41-1426973 | Direct Payment | $36,716 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0855910 | Accounting | $18,900 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLC Service code 29 · EIN 74-1201087 | Legal | $14,395 |
US EVALUATION SERVICES LLC9+ years Service code 49 · EIN 26-1278155 | Other Services | $12,045 |
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 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 28.58% | 13.18%+15.4pp | 7.69%+20.9pp | 13.18%+15.4pp |
| Employer contribution / active EE | $81,749 | $8,469+865.3% | $28,501+186.8% | $8,469+865.3% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |