Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $74,970 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS, INC. Service code 71 · EIN 13-3451974 | Brokerage Fees | $43,856 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS DISTRIBUTOR, INC. Service code 71 TWO WORLD FINCL CTR, 225 LIBERTY ST · NEW YORK, NY 102811008 | Brokerage Fees | $20,243 |
TATE & TRYON3+ years Service code 10 · EIN 52-1855942 | Accounting | $16,816 |
BLACKROCK3+ years Service code 71 55 E 52ND ST · NEW YORK, NY 100550002 | Brokerage Fees | $14,950 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $11,922 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,950 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 71 P.O. BOX 1101 · VALLEY FORGE, PA 194821101 | Brokerage Fees | $6,485 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 14.51% | 11.00%+3.5pp | 9.39%+5.1pp | 10.41%+4.1pp |
| Employer contribution / active EE | $25,000 | $16,132+55.0% | $33,466-25.3% | $14,691+70.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |