Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 TOWERS WATSON INVESTMENT SERVICES · ARLINGTON, VA 22203 | Actuarial | $576,985 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $486,723 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $115,738 |
RUSSELL TRUST COMPANY4+ years Service code 28 · EIN 91-1116938 | Investment Management | $94,310 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.41% | 201.32%-205.7pp | 12.68%-17.1pp | 33.37%-37.8pp |
| Employer contribution / active EE | $4,111 | $10,877-62.2% | $22,860-82.0% | $11,253-63.5% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |