Filed February 20, 2018 (most recent of 2 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 |
|---|---|---|
MERCER4 years Service code 21 · EIN 12-2836954 | Bank Trustee | $409,988 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-3046063 | Bank Trustee | $405,656 |
Filed as: NISA Service code 21 · EIN 48-1140940 | Bank Trustee | $399,703 |
Filed as: SILCHESTER Service code 21 · EIN 36-7045783 | Bank Trustee | $379,987 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $213,549 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 21 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Bank Trustee | $187,595 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $147,600 |
VERRILL DANA LLP7+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $25,622 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 9.27% | 35.98%-26.7pp | 10.75%-1.5pp | 15.63%-6.4pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |