Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,629,734 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $256,180 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 10 · EIN 31-0800053 | Accounting | $31,223 |
Filed as: MORGAN LEWIS & BOCKIUS Service code 29 ONE OXFORD CENTRE, 32ND FLOOR · PITTSBURGH, PA 15219 | Legal | $30,661 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $15,239 |
THE SUPPORT SOURCE CORPORATION2+ years Service code 16 4401 N. INTERSTATE 35 · DENTON, TX 76207 | Consulting | $15,000 |
ADVERTISING PRINTING CO.1 year Filed as: THE ADVERTISING PRINTING COMPANY Service code 49 · EIN 43-0153380 | Other Services | $13,375 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $13,189 |
IRON MOUNTAIN1 year Service code 36 · EIN 23-2588479 | Other services; Copying and duplicati... | $7,881 |
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 17.36% | 16.64%+0.7pp | -100.31%+117.7pp | 21.83%-4.5pp |
| Employer contribution / active EE | $40,729 | $7,557+438.9% | $18,686+118.0% | $12,237+232.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |