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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $200,345 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $51,710 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $26,568 |
Service code 28 100 NORTHFIELD DRIVE · WINDSOR, CT 06905 | Investment Management | $25,244 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $25,192 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $23,073 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $19,112 |
WESTFIELD CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0175963 | Investment Management | $11,612 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $9,347 |
BOIVIN & ASSOCIATES1 year Filed as: BOIVIN & 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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -3.06% | -2.51%-0.5pp | -102.04%+99.0pp | -0.69%-2.4pp |
| Employer contribution / active EE | $29,949 | $11,346+164.0% | $36,232-17.3% | $16,786+78.4% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |