Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $421,201 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $31,773 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-3080210 | Bank Trustee | $27,318 |
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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 | $848,047-100.0% | $848,047-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 7.11% | 3.42%+3.7pp | 5.63%+1.5pp | 24.44%-17.3pp |
| Employer contribution / active EE | $0 | $43,854-100.0% | $36,086-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,013-100.0% |