Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $273,904 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $157,373 |
MERCER4 years Service code 11 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $46,409 |
FCA US LLC4 years Filed as: FCA UC LLC Service code 14 · EIN 27-0187394 | Plan Administrator | $27,720 |
BDO USA, LLP1 year Filed as: BDO Service code 11 · EIN 13-5381590 | Actuarial | $13,583 |
NORTON ROSE FULBRIGHT5 years Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $12,656 |
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 13.85% | 9.93%+3.9pp | -2.84%+16.7pp | 9.29%+4.6pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |