Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $149,245 |
Filed as: STATE STREET RETIREE SERVICES Service code 49 · EIN 04-6748526 | Other Services | $71,989 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $59,488 |
FCA US LLC2+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $21,236 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 49 · EIN 74-1201087 | Other Services | $6,339 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.57% | 6.04%+1.5pp | 5.44%+2.1pp | 9.19%-1.6pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |