Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0018129 | Actuarial | $542,106 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $417,686 |
L AND G INVESTMENT3+ years Service code 28 · EIN 27-3472226 | Investment Management | $145,832 |
Service code 28 · EIN 47-4286058 | Investment Management | $139,377 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $80,900 |
Service code 28 · EIN 46-4028015 | Investment Management | $60,765 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $60,000 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $59,710 |
Filed as: SMITH GAMBRELL Service code 29 · EIN 58-0967450 | Legal | $58,209 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $50,924 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 13.30% | 12.03%+1.3pp | 14.41%-1.1pp | 23.90%-10.6pp |
| Employer contribution / active EE | $41,924 | $30,615+36.9% | $45,283-7.4% | $16,539+153.5% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |