Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $4,246,965 |
MERCER8 years Service code 11 ONE TOWNE SQUARE, SUITE 1100 · SOUTHFIELD, MI 48076 | Actuarial | $1,285,514 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREMENT SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $826,978 |
FCA US LLC10+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $585,589 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON ROSE FULBRIGHT US LLC Service code 29 · EIN 74-1201087 | Legal | $223,392 |
WEST PUBLISHING CORPORATION2 years Service code 49 · EIN 41-1426973 | Other Services | $79,521 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $55,650 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $19,090 |
US EVALUATION SERVICES LLC10+ years Service code 49 · EIN 26-1278155 | Other Services | $5,550 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.06% | 8.85%-7.8pp | 5.04%-4.0pp | 8.85%-7.8pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $26,454-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $78-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |