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 ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Tr... | $637,242 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE Service code 11 101 S HANLEY · ST. LOUIS, MO 631053411 | Actuarial | $304,820 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 61-1673012 | Directed Trustee | $68,498 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 9.85% | 8.08%+1.8pp | 9.51%+0.3pp | 37.77%-27.9pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $811 | $616+31.7% | $14+5868.2% | $732+10.8% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |