Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $125,000 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $58,956 |
WILMINGTON TRUST9 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 16-1486454 | Bank Trustee | $29,684 |
BARSZ GOWIE AMON & FULTZ1 year Filed as: BARSZ GOWIE AMON & FULTZ, LLC. Service code 10 · EIN 82-1813978 | Accounting | $12,415 |
WILLIAM E HOWE1 year Filed as: WILLIAM E. HOWE & CO. Service code 10 · EIN 23-1682016 | Accounting | $11,760 |
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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 | $618,728-100.0% | $618,728-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 37.8%-37.8pp | 27.7%-27.7pp |
| Annual return | 6.93% | 2.43%+4.5pp | 2.61%+4.3pp | 15.59%-8.7pp |
| Employer contribution / active EE | $55,462 | $37,377+48.4% | $36,531+51.8% | $33,256+66.8% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |