Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $65,919 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $20,399 |
Service code 29 · EIN 46-2822560 | Legal | $20,370 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $15,450 |
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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 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 19.82% | 16.71%+3.1pp | 10.76%+9.1pp | 13.59%+6.2pp |
| Employer contribution / active EE | $0 | $24,701-100.0% | $68,795-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |