Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $318,427 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $118,073 |
FCA US LLC1 year Filed as: FCA UC LLC Service code 14 · EIN 27-0187394 | Plan Administrator | $43,408 |
MERCER1 year Service code 11 ONE TOWNE SQUARE, · SOUTHFILED, MI 48076 | Actuarial | $27,000 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $11,304 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.90% | 15.82%-2.9pp | 16.78%-3.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |