Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $177,340 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $165,961 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO N.A. Service code 18 · EIN 94-1347393 | Shareholder servicing fees; Custodial... | $129,002 |
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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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.02% | -2.48%-2.5pp | -102.04%+97.0pp | 0.19%-5.2pp |
| Employer contribution / active EE | $15,782 | $7,648+106.4% | $36,232-56.4% | $13,763+14.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |