Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $562,532 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $121,829 |
BANKNORTH, N.A.1+ years Service code 21 · EIN 03-0349319 | Bank Trustee | $42,787 |
THE BERWYN GROUP1+ years Filed as: BERWYN GROUP Service code 49 · EIN 34-1672337 | Other Services | $6,858 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -2.55% | -0.96%-1.6pp | -2.01%-0.5pp | -0.60%-2.0pp |
| Employer contribution / active EE | $15,132 | $6,828+121.6% | $34,453-56.1% | $12,272+23.3% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |