Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,925,903 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,055,506 |
JEFFERIES LLC1 year Filed as: JEFFRIES Service code 21 · EIN 13-2615557 | Bank Trustee | $601,147 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-3046063 | Bank Trustee | $149,696 |
VERRILL DANA LLP9+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $57,906 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 91-8817491 | Legal | $20,563 |
KIRKLAND & ELLIS LLP1 year Filed as: KIRKLAND & ELLIS Service code 29 · EIN 36-1326630 | Legal | $14,964 |
PAUL WEISS1 year Service code 51 · EIN 13-1662105 | Investment Mgmt Fees | $11,984 |
ROPES & GRAY LLP1 year Filed as: ROPES AND GRAY Service code 29 · EIN 04-2233412 | Legal | $6,753 |
CENTANA1 year Service code 29 · EIN 47-5037784 | Legal | $5,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 7.33% | 9.71%-2.4pp | 32.33%-25.0pp | 9.11%-1.8pp |
| Employer contribution / active EE | $477 | $7,317-93.5% | $33,964-98.6% | $12,231-96.1% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |