Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $135,977 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $102,775 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO N.A. Service code 18 · EIN 94-1347393 | Trustee (directed); Direct payment fr... | $92,056 |
KILTEARN PARTNERS LLP3 years Service code 28 · EIN 27-4585908 | Investment Management | $81,108 |
FINDLEY3 years Service code 16 · EIN 34-1213174 | Consulting | $32,643 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 9.73% | 10.11%-0.4pp | 10.75%-1.0pp | 11.84%-2.1pp |
| Employer contribution / active EE | $24,956 | $14,976+66.6% | $35,170-29.0% | $17,339+43.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |