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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $120,498 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $68,550 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $68,123 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $13,867 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021197610 | Investment Management | $12,907 |
COLUMBIA1+ years Service code 28 · EIN 54-1935749 | Investment Management | $12,851 |
BOIVIN & ASSOCIATES1+ years Filed as: BOIVIN AND ASSOCIATES CPAS, PLLC Service code 10 · EIN 27-1516157 | Accounting | $8,500 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $6,148 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.71% | -0.96%-0.7pp | -2.01%+0.3pp | -0.60%-1.1pp |
| Employer contribution / active EE | $5,085 | $6,828-25.5% | $34,453-85.2% | $12,272-58.6% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |