Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $642,578 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $15,790 |
ROPES & GRAY LLP2 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $13,599 |
Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,913 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $9,850 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 49 19 PROSPECT RDG · SIMSBURY, CT 06070 | Other Services | $7,500 |
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 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -4.36% | -41.92%+37.6pp | -38.86%+34.5pp | -14.65%+10.3pp |
| Employer contribution / active EE | $0 | $40,095-100.0% | $37,752-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |