Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $190,230 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT Service code 51 · EIN 27-4411131 | Investment Mgmt Fees | $76,013 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $42,092 |
FRAZIER & DEETER, LLC6+ years Service code 10 · EIN 58-1433845 | Accounting | $23,950 |
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 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 36.61% | 13.51%+23.1pp | 14.84%+21.8pp | 13.51%+23.1pp |
| Employer contribution / active EE | $52,938 | $8,170+547.9% | $37,950+39.5% | $8,170+547.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |