| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $225,499 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $119,625 |
WESTWOOD TRUST2+ years Service code 28 · EIN 75-1447785 | Investment Management | $109,592 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $98,282 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 43-3056700 | Investment Management | $81,761 |
Filed as: COLCHESTER GLOBAL INVESTORS LTD. Service code 28 | Investment Management | $78,348 |
HEARTLAND ADVISORS, INC.2+ years Service code 27 · EIN 39-1078128 | Advisory (Plan) | $73,401 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $68,799 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP US, INC. Service code 28 · EIN 56-2475915 | Investment Management | $49,196 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $30,900 |
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.
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 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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 4.19% | 7.66%-3.5pp | 2.08%+2.1pp | 9.19%-5.0pp |
| Employer contribution / active EE | $0 | $9,651-100.0% | $47,324-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |