Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,136,101 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $84,225 |
Service code 10 · EIN 31-0800053 | Accounting | $26,741 |
ADVERTISERS PRINTING1 year Filed as: THE ADVERTISERS PRINTING COMPANY Service code 49 · EIN 43-0153380 | Other Services | $7,132 |
ALIRT INSURANCE RESEARCH3 years Service code 16 200 DAY HILL ROAD, SUITE 220 · WINDSOR, CT 06095 | Consulting | $6,375 |
IRON MOUNTAIN4+ years Service code 36 · EIN 23-2588479 | Other services; Direct payment from t... | $5,905 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | -94.06% | -2.11%-91.9pp | -0.41%-93.6pp | -82.67%-11.4pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |