Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $180,000 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $138,595 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $78,999 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $52,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLBL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $33,129 |
DYKEMA GOSSETT PLLC2 years Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $24,161 |
Service code 28 · EIN 20-8058531 | Investment Management | $20,033 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 10.22% | 8.00%+2.2pp | 7.69%+2.5pp | 37.77%-27.5pp |
| Employer contribution / active EE | $12,671 | $15,902-20.3% | $28,501-55.5% | $15,798-19.8% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |