Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,482,688 |
KFORCE, INC.1+ years Filed as: KFORCE INC. Service code 49 1001 EAST PALM AVENUE · TAMPA, FL 33605 | Other Services | $72,069 |
IRON MOUNTAIN1+ years Service code 36 · EIN 23-2588479 | Other services; Direct payment from t... | $47,161 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $39,250 |
ADVERTISERS PRINTING1+ years Filed as: ADVERTISERS PRINTING CO. Service code 36 · EIN 43-0153380 | Copying and duplicating; Direct payme... | $8,222 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,450 |
SUMMERS COMPTON WELLS1+ years Service code 29 8909 LADUE RD · ST. LOUIS, MO 63124 | Legal | $6,046 |
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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 0.66% | -1.77%+2.4pp | -0.97%+1.6pp | 1.67%-1.0pp |
| Employer contribution / active EE | $43,036 | $14,084+205.6% | $22,441+91.8% | $10,506+309.6% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |