Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,744,366 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Service code 10 · EIN 31-0800053 | Accounting | $46,950 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $13,516 |
ALIRT INSURANCE RESEARCH4 years Service code 16 200 DAY HILL ROAD, SUITE 220 · WINDSOR, CT 06095 | Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 6.72% | 8.26%-1.5pp | 9.51%-2.8pp | 9.11%-2.4pp |
| Employer contribution / active EE | $21,121 | $17,413+21.3% | $23,377-9.7% | $12,231+72.7% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |