Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $862,702 |
Service code 10 · EIN 31-0800053 | Accounting | $28,134 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $22,815 |
IRON MOUNTAIN3+ years Service code 36 · EIN 23-2588479 | Other services; Direct payment from t... | $11,966 |
KFORCE, INC.2 years Service code 49 1001 EAST PALM AVENUE · TAMPA, FL 33605 | Other Services | $9,795 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 10.91% | 13.43%-2.5pp | 337.46%-326.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $44,281 | $21,964+101.6% | $20,191+119.3% | $14,688+201.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |