Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,540,391 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $161,555 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 10 · EIN 31-0800053 | Accounting | $48,075 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 ONE OXFORD CENTRE, 32ND FLOOR · PITTSBURGH, PA 15219 | Legal | $45,027 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $15,491 |
THE SUPPORT SOURCE CORPORATION3+ years Service code 16 4401 N. INTERSTATE 35 · DENTON, TX 76207 | Consulting | $15,000 |
IRON MOUNTAIN2 years Service code 36 · EIN 23-2588479 | Copying and duplicating; Other servic... | $12,522 |
ALIRT INSURANCE RESEARCH1 year Service code 23 200 DAY HILL RD #220 · WINDSOR, CT 06095 | Direct payment from the plan; Insuran... | $8,500 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 17 900 LARKSPUR LANDING CIR STE 201 · LARKSPUR, CA 94939 | Pension Consulting | $7,341 |
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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 10.52% | 11.99%-1.5pp | 10.57%-0.1pp | 12.86%-2.3pp |
| Employer contribution / active EE | $31,804 | $6,238+409.8% | $18,335+73.5% | $13,687+132.4% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |