Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $223,298 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC. Service code 11 · EIN 13-3954297 | Actuarial | $52,750 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 101 S HANLEY · ST LOUIS, MO 631053411 | Actuarial | $47,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 61-1673012 | Directed Trustee | $41,845 |
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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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 13.98% | 5.03%+8.9pp | 18.87%-4.9pp | 7.18%+6.8pp |
| Employer contribution / active EE | $19,945 | $10,273+94.1% | $19,828+0.6% | $13,095+52.3% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |