Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $58,726 |
BDO USA, LLP1 year Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $20,887 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.32% | -14.80%+0.5pp | 22.50%-36.8pp | -14.80%+0.5pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $33,849-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |