Filed January 31, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $131,700 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 27-2436452 | Pension Consulting | $122,956 |
COMMERCE BANK1 year Service code 21 · EIN 48-0962626 | Bank Trustee | $90,194 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,520 |
AON CONSULTING2+ years Filed as: AON HEWITT GROUP TRUST Service code 19 | Securities Custodian | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 9.43% | 79.68%-70.2pp | 16.78%-7.3pp | 23.90%-14.5pp |
| Employer contribution / active EE | $31,719 | $21,735+45.9% | $26,328+20.5% | $16,539+91.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |