| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $170,649 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $132,003 |
WESTWOOD TRUST1+ years Service code 28 · EIN 75-1447785 | Investment Management | $103,755 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $101,531 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 43-3056700 | Investment Management | $101,099 |
HEARTLAND ADVISORS, INC.1+ years Service code 27 · EIN 39-1078128 | Advisory (Plan) | $93,818 |
Filed as: COLCHESTER GLOBAL INVESTORS LTD. Service code 28 | Investment Management | $74,891 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $57,596 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 28 · EIN 56-2475915 | Investment Management | $45,304 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $30,900 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.85% | -1.94%+1.1pp | -2.52%+1.7pp | 1.67%-2.5pp |
| Employer contribution / active EE | $17,329 | $10,838+59.9% | $82,375-79.0% | $10,506+64.9% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |