Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0018129 | Actuarial | $730,976 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $438,375 |
L AND G INVESTMENT1+ years Service code 28 · EIN 27-3472226 | Investment Management | $250,000 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $68,000 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $67,500 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $47,566 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON Service code 28 · EIN 61-6506892 | Investment Management | $39,619 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $32,980 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL AND GENERAL INVESTMENT MGT AM Service code 55 · EIN 20-8058531 | Other Commissions | $19,405 |
BLUETREND1+ years Service code 28 · EIN 98-0425698 | Investment Management | $12,317 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.12% | -2.09%+1.0pp | -1.68%+0.6pp | -0.60%-0.5pp |
| Employer contribution / active EE | $10,301 | $29,352-64.9% | $44,959-77.1% | $12,272-16.1% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |