Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $347,215 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $232,434 |
Service code 28 · EIN 20-8058531 | Investment Management | $161,504 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $98,134 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $64,375 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLBL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $10,659 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE Service code 17 · EIN 04-3513306 | Pension Consulting | $7,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 9.55% | 8.91%+0.6pp | 7.32%+2.2pp | 13.24%-3.7pp |
| Employer contribution / active EE | $11,271 | $13,306-15.3% | $23,426-51.9% | $14,616-22.9% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |