Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,163,843 |
BOSTON PARTNERS2 years Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, WA 02108 | Investment Management | $390,788 |
INVESCO2 years Filed as: MARATHON LONDON INTERNATIONAL INVES Service code 28 · EIN 04-3237387 | Investment Management | $373,598 |
Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $345,036 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 45-2634493 | Investment Management | $339,577 |
NEPC, LLC2 years Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $258,943 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 27-4823991 | Investment Management | $184,868 |
SLC MANAGEMENT2 years Filed as: SLC MANAGEMENT LLC Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $158,215 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 25-6078093 | Investment management; Trustee (bank,... | $114,942 |
CROWE LLP2 years Service code 15 PO BOX 71570 · CHICAGO, IL 606941570 | Recordkeeping | $53,660 |
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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 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -17.71% | -14.80%-2.9pp | -38.86%+21.2pp | -14.80%-2.9pp |
| Employer contribution / active EE | $7,078 | $8,996-21.3% | $37,756-81.3% | $8,996-21.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |