Filed March 17, 2022 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $178,343 |
CONDUENT HR CONSULTING, LLC3+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $98,778 |
HERRONPALMER1 year Service code 16 · EIN 04-1867445 | Consulting | $96,595 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $85,253 |
Filed as: FIDELITY INV INST'L OP CO, LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $29,617 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $19,750 |
Service code 10 · EIN 91-0425694 | Accounting | $19,529 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -20.16% | 1.88%-22.0pp | -5.12%-15.0pp | 2.78%-22.9pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |