Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $47,699 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $30,595 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $25,350 |
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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 | $793,067-100.0% | $793,067-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.1%-43.1pp |
| Annual return | 15.42% | 3.18%+12.2pp | 10.21%+5.2pp | 259.19%-243.8pp |
| Employer contribution / active EE | $0 | $54,473-100.0% | $40,687-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |