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 Service code 11 · EIN 53-0181291 | Actuarial | $1,040,724 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 27-2436452 | Pension Consulting | $135,790 |
COMMERCE BANK4 years Service code 21 · EIN 48-0962626 | Bank Trustee | $110,205 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $13,479 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 4.20% | -14.68%+18.9pp | -2.84%+7.0pp | 259.19%-255.0pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |