Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $100,465 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | -7.63% | 13.18%-20.8pp | 78.62%-86.3pp | 13.18%-20.8pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $31,646-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $101-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |