Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,907,831 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $94,386 |
PAMELA D. PERDUE1 year Filed as: PAMELA PERDUE Service code 29 · EIN 43-1713826 | Legal | $35,260 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $29,796 |
KFORCE, INC.1 year Service code 49 1001 EAST PALM AVENUE · TAMPA, FL 33605 | Other Services | $28,761 |
SUMMERS COMPTON WELLS2+ years Service code 29 8909 LADUE ROAD · ST. LOUIS, MO 63124 | Legal | $8,872 |
ALIRT INSURANCE RESEARCH1 year Service code 16 20 DAY HILL ROAD, SUITE 220 · WINDSOR, CT 06095 | Consulting | $8,500 |
IRON MOUNTAIN2+ years Service code 36 · EIN 23-2588479 | Direct payment from the plan; Copying... | $8,077 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,250 |
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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 7.01% | 13.53%-6.5pp | 18.87%-11.9pp | 9.19%-2.2pp |
| Employer contribution / active EE | $45,034 | $18,999+137.0% | $19,828+127.1% | $12,608+257.2% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |