Filed January 20, 2025 (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 23-1159360 | Actuarial | $60,518 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,167 |
JONES DAY1 year Service code 29 · EIN 34-0319085 | Legal | $21,405 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-3080210 | Recordkeeping Fees | $3,169 |
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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 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 | $52,729-100.0% | $295,226-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 12.6%-12.6pp |
| Annual return | -62.33% | 4.21%-66.5pp | 4.64%-67.0pp | 4.56%-66.9pp |
| Employer contribution / active EE | $0 | $12,288-100.0% | $35,349-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $461-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $343,074-100.0% | $1,711-100.0% |