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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $116,548 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $69,223 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $10,623 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, ME 021197610 | Investment Management | $10,477 |
COLUMBIA2+ years Service code 28 · EIN 54-1935749 | Investment Management | $10,472 |
Filed as: FULLER&THALER ASSET MANAGEMENT,INC Service code 28 411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $5,433 |
BOIVIN & ASSOCIATES2+ years Filed as: BOIVIN AND ASSOCIATES CPAS, PLLC Service code 10 · EIN 27-1516157 | Accounting | $5,000 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.49% | 5.09%-0.6pp | 5.00%-0.5pp | 7.18%-2.7pp |
| Employer contribution / active EE | $13,358 | $7,393+80.7% | $35,918-62.8% | $13,095+2.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |