Filed March 26, 2024 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 TOWERS WATSON INVESTMENT SERVICES · ARLINGTON, VA 22203 | Actuarial | $572,161 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $374,288 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $89,776 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -17.37% | 87.23%-104.6pp | -5.12%-12.3pp | 23.41%-40.8pp |
| Employer contribution / active EE | $443 | $12,989-96.6% | $31,020-98.6% | $12,650-96.5% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |