Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 TOWERS WATSON INVESTMENT SERVICES · ARLINGTON, VA 22203 | Actuarial | $716,706 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 15 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $394,697 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $80,117 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $26,753 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 15.63% | 22.40%-6.8pp | 29.77%-14.1pp | 21.83%-6.2pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |