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 ADVISORS10+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $680,040 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE Service code 11 101 S HANLEY · ST. LOUIS, MO 631053411 | Actuarial | $360,952 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 61-1673012 | Directed Trustee | $78,731 |
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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 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 9.1%-9.1pp | 2.4%-2.4pp |
| Annual return | 6.85% | 7.94%-1.1pp | 8.97%-2.1pp | 7.94%-1.1pp |
| Employer contribution / active EE | $0 | $18,544-100.0% | $21,090-100.0% | $18,544-100.0% |
| Participant deferral / active EE | $961 | $1,093-12.0% | $54+1665.5% | $1,093-12.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |