Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $99,467 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC. Service code 71 · EIN 13-3451974 | Brokerage Fees | $34,443 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INTERNATIONAL EQUITY - SL Service code 72 PO BOX 8528 · BOSTON, MA 022668528 | Other investment fees and expenses | $19,738 |
TATE & TRYON1+ years Service code 10 · EIN 52-1855942 | Accounting | $15,620 |
BLACKROCK1+ years Service code 72 55 E 52ND ST · NEW YORK, NY 100550002 | Other investment fees and expenses | $14,987 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $11,299 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,950 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS DISTRIBUTOR, INC. Service code 72 TWO WORLD FINCL CTR, 225 LIBERTY ST · NEW YORK, NY 102811008 | Other investment fees and expenses | $9,547 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -1.13% | -0.85%-0.3pp | -1.08%0pp | -7.14%+6.0pp |
| Employer contribution / active EE | $17,045 | $14,391+18.4% | $35,779-52.4% | $14,613+16.6% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |