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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $162,254 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $97,795 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $32,502 |
Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $30,162 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $29,841 |
Service code 28 100 NORTHFIELD DRIVE · WINDSOR, CT 06905 | Investment Management | $29,420 |
Service code 28 · EIN 80-0175963 | Investment Management | $12,841 |
BOIVIN & ASSOCIATES3+ years Filed as: BOIVIN AND ASSOCIATES CPAS, PLLC Service code 10 · EIN 27-1516157 | Accounting | $5,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.35% | 12.40%-3.1pp | 10.16%-0.8pp | 23.90%-14.5pp |
| Employer contribution / active EE | $10,302 | $8,748+17.8% | $33,192-69.0% | $16,539-37.7% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |