Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $192,472 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $192,248 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $114,521 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $52,000 |
Service code 28 · EIN 20-8058531 | Investment Management | $50,725 |
DYKEMA GOSSETT PLLC1 year Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $10,276 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -21.17% | 1.88%-23.0pp | -5.12%-16.1pp | 2.78%-23.9pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |