Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $814,734 |
Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $105,527 |
NORTHERN TRUST COMPANY4 years Service code 18 · EIN 36-1561860 | Other fees; Direct payment from the p... | $35,611 |
MCSOLEY MCCOY & CO6 years Filed as: MCSOLEY, MCCOY & COMPANY Service code 10 · EIN 03-0327374 | Accounting | $15,700 |
ALIRT INSURANCE RESEARCH1 year Filed as: ALIRT Service code 16 200 DAY HILL RD · WINDSOR, CT 06095 | Consulting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -3.00% | 10.53%-13.5pp | 10.75%-13.8pp | 9.30%-12.3pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |