Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $680,295 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $147,767 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $50,826 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $32,896 |
THE SUPPORT SOURCE CORPORATION1+ years Service code 16 4401 N. INTERSTATE 35 · DENTON, TX 76207 | Consulting | $15,000 |
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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 527.37% | 8.57%+518.8pp | -0.41%+527.8pp | 33.37%+494.0pp |
| Employer contribution / active EE | $8,442 | $3,885+117.3% | $15,396-45.2% | $11,253-25.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |