Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $175,711 |
NORTHERN TRUST COMPANY2 years Service code 18 · EIN 36-1561860 | Trustee (directed); Other services; O... | $103,388 |
MCSOLEY MCCOY & CO4 years Filed as: MCSOLEY, MCCOY & COMPANY Service code 10 · EIN 03-0327374 | Accounting | $11,300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 17.16% | 15.61%+1.5pp | 20.73%-3.6pp | 53.27%-36.1pp |
| Employer contribution / active EE | $0 | $10,773-100.0% | $36,503-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |