Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $128,519 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $53,980 |
WILMINGTON TRUST7 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 16-1486454 | Bank Trustee | $27,043 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 3.50% | 37.68%-34.2pp | 35.16%-31.7pp | 24.44%-20.9pp |
| Employer contribution / active EE | $36,896 | $48,375-23.7% | $46,401-20.5% | $41,356-10.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |