Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,000,146 |
BOSTON PARTNERS1 year Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $503,852 |
INVESCO1 year Filed as: MARATHON LONDON INTERNATIONAL INVES Service code 28 · EIN 04-3237387 | Investment Management | $460,881 |
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT LLC Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $292,137 |
Service code 28 · EIN 45-2634493 | Investment Management | $267,418 |
Filed as: GMO STRAT OPPOR ALLOCATION 3 Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $228,656 |
INVESCO1 year Filed as: INVESCO GLOBAL TARGETED RETURN Service code 28 · EIN 20-2583973 | Investment Management | $181,773 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 27-4823991 | Investment Management | $166,383 |
NEPC, LLC1 year Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $144,771 |
RIDGEWORTH1 year Filed as: MONTAG & CALDWELL, LLC Service code 28 PO BOX 534681 · ATLANTA, GA 303534681 | Investment Management | $144,473 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 18.22% | 45.95%-27.7pp | 10.75%+7.5pp | 19.39%-1.2pp |
| Employer contribution / active EE | $7,341 | $4,551+61.3% | $35,170-79.1% | $8,446-13.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |