Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $39,008 |
BDO USA, LLP3+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,300 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $9,011 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $6,083 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | -2.06% | 8.39%-10.5pp | 8.93%-11.0pp | 8.39%-10.5pp |
| Employer contribution / active EE | $1,366 | $18,340-92.6% | $34,172-96.0% | $18,340-92.6% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $44-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |