Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $180,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $76,454 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $51,292 |
Service code 28 · EIN 20-8058531 | Investment Management | $46,691 |
Service code 14 · EIN 37-8845793 | Plan Administrator | $36,980 |
DYKEMA GOSSETT PLLC3 years Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $23,393 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $21,500 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLBL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $8,462 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.91% | 7.96%-4.0pp | 5.04%-1.1pp | 8.76%-4.9pp |
| Employer contribution / active EE | $10,698 | $15,125-29.3% | $26,454-59.6% | $16,664-35.8% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |