Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $158,796 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $89,991 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK MINNESOTA, NA Service code 21 · EIN 39-1819240 | Bank Trustee | $48,275 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MGMT, INC. Service code 28 · EIN 31-1019984 | Investment Management | $36,374 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $32,613 |
MIAMI JEWISH HEALTH SYSTEMS1+ years Service code 35 · EIN 59-0624414 | Employee (plan sponsor); Direct payme... | $27,450 |
MOORE COLSON1+ years Filed as: MOORE STEPHENS LOVELACE, PA Service code 10 · EIN 59-3070669 | Accounting | $23,000 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $19,285 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISORS, INC. Service code 28 · EIN 04-3118582 | Investment Management | $12,072 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS, INC. Service code 28 · EIN 80-0292839 | Investment Management | $11,536 |
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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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.24% | 5.09%-3.8pp | 5.00%-3.8pp | 7.18%-5.9pp |
| Employer contribution / active EE | $8,620 | $7,393+16.6% | $35,918-76.0% | $13,095-34.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |