Filed March 8, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0018129 | Actuarial | $490,021 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $421,273 |
L AND G INVESTMENT2+ years Service code 28 · EIN 27-3472226 | Investment Management | $250,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $71,230 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $64,776 |
Service code 28 · EIN 47-4286058 | Investment Management | $62,628 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $56,510 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON Service code 28 · EIN 61-6506892 | Investment Management | $54,248 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $44,060 |
GOLDMAN SACHS1 year Filed as: VESTAR CAPITAL PARTNERS V Service code 55 · EIN 98-0462742 | Other Commissions | $14,249 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 3.11% | 5.09%-2.0pp | 4.74%-1.6pp | 7.18%-4.1pp |
| Employer contribution / active EE | $12,903 | $33,192-61.1% | $46,220-72.1% | $13,095-1.5% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |