Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,632,823 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $188,450 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $40,430 |
IRON MOUNTAIN3 years Service code 36 · EIN 23-2588479 | Direct payment from the plan; Other s... | $26,750 |
THE SUPPORT SOURCE CORPORATION4+ years Service code 16 4401 N. INTERSTATE 35 · DENTON, TX 76207 | Consulting | $15,000 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $14,316 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 17 900 LARKSPUR LANDING CIR STE 201 · LARKSPUR, CA 94939 | Pension Consulting | $8,719 |
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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 9.86% | 8.42%+1.4pp | 11.38%-1.5pp | 15.63%-5.8pp |
| Employer contribution / active EE | $12,377 | $5,390+129.6% | $18,467-33.0% | $11,476+7.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |