Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $298,451 |
MERCER3 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $47,849 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $36,041 |
FCA US LLC3 years Filed as: FCA UC LLC Service code 14 · EIN 27-0187394 | Plan Administrator | $34,611 |
NORTON ROSE FULBRIGHT4 years Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $7,364 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 17.41% | 15.60%+1.8pp | 29.77%-12.4pp | 16.32%+1.1pp |
| Employer contribution / active EE | $0 | $11,838-100.0% | $33,607-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |