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 COMPANY9+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $162,686 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 42-1466678 | Custodial (other than securities); Tr... | $130,885 |
KILTEARN PARTNERS LLP5 years Service code 28 · EIN 27-4585908 | Investment Management | $79,609 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $78,790 |
USI CONSULTING GROUP1 year Service code 16 · EIN 34-1213174 | Consulting | $38,985 |
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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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 10.06% | 9.92%+0.1pp | 32.33%-22.3pp | 22.81%-12.8pp |
| Employer contribution / active EE | $5,814 | $16,139-64.0% | $33,964-82.9% | $18,290-68.2% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |