Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Service code 11 · EIN 53-0181291 | Actuarial | $2,261,860 |
CLARK, SCHAEFER, HACKETT & CO.7+ years Service code 10 · EIN 31-0800053 | Accounting | $53,006 |
ALIRT INSURANCE RESEARCH5 years Service code 16 200 DAY HILL ROAD, SUITE 200 · WINDSOR, CT 06095 | Consulting | $15,000 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $13,123 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 4.28% | 6.42%-2.1pp | 8.92%-4.6pp | 9.30%-5.0pp |
| Employer contribution / active EE | $69,157 | $10,547+555.7% | $24,457+182.8% | $12,551+451.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |