Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
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.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.4M in admin expenses, $165 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 8 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 Recordkeeping | $355,620 |
MERCER9 years Service code 11 ONE TOWNE SQUARE, SUITE 1100 · SOUTHFIELD, MI 48076 Actuarial | $80,786 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON ROSE FULBRIGHT US LLC Service code 29 · EIN 74-1201087 Legal | $49,212 |
FCA US LLC11+ years Service code 14 · EIN 27-0187394 Plan Administrator | $31,196 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 Bank Trustee | $23,567 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 Accounting | $19,425 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 Legal | $14,092 |
OPTAVISE LLC1 year Service code 16 · EIN 02-0677999 Consulting | $6,102 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jeffrey Schrader, FSA, Ea Mercer Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed January 31, 2024 (most recent of 2 filings on file).
Total covered: 466 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025