Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $196,988 |
AON CONSULTING1+ years Service code 27 · EIN 22-2232264 | Advisory (Plan) | $98,652 |
NORTHERN TRUST COMPANY1+ years Service code 27 · EIN 36-1561860 | Advisory (Plan) | $28,614 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 14 · EIN 22-1467904 | Plan Administrator | $22,000 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $19,400 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.35% | 15.61%+2.7pp | 20.73%-2.4pp | 53.27%-34.9pp |
| Employer contribution / active EE | $5,190 | $10,773-51.8% | $36,503-85.8% | $14,774-64.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |