Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $91,235 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $79,919 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK MINNESOTA, NA Service code 21 · EIN 39-1819240 | Bank Trustee | $40,313 |
MIAMI JEWISH HEALTH SYSTEMS2+ years Service code 35 · EIN 59-0624414 | Employee (plan sponsor); Direct payme... | $30,010 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 | Investment Management | $25,270 |
MOORE COLSON2+ years Filed as: MOORE STEPHENS LOVELACE, PA Service code 10 · EIN 59-3070669 | Accounting | $23,000 |
RHUMBLINE ADVISORS2+ years Filed as: RHUMBLINE ADVISORS, INC. Service code 28 · EIN 04-3118582 | Investment Management | $14,323 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS, INC. Service code 28 · EIN 80-0292839 | Investment Management | $11,748 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $10,578 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MGMT, INC. Service code 28 · EIN 31-1019984 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 7.36% | 12.40%-5.0pp | 10.16%-2.8pp | 23.90%-16.5pp |
| Employer contribution / active EE | $9,349 | $8,748+6.9% | $33,192-71.8% | $16,539-43.5% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |