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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,335,869 |
Filed as: SUMMIT STRATEGIES Service code 21 · EIN 43-1708520 | Bank Trustee | $748,452 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $123,900 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-3046063 | Bank Trustee | $108,233 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -19.95% | -2.41%-17.5pp | -38.86%+18.9pp | 23.41%-43.4pp |
| Employer contribution / active EE | $23,640 | $7,691+207.4% | $37,756-37.4% | $12,650+86.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |