Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $53,235 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-3080210 | Bank Trustee | $32,081 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,170 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -16.83% | -15.17%-1.7pp | -15.18%-1.6pp | -14.65%-2.2pp |
| Employer contribution / active EE | $0 | $70,785-100.0% | $53,321-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |