Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $22,246 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-3080210 | Bank Trustee | $10,865 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $5,715 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 0.85% | 4.96%-4.1pp | 5.62%-4.8pp | 13.05%-12.2pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |