Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $1,651,483 |
LONGVIEW PARTNERS1+ years Filed as: LONGVIEW PARTNERS (GUERNSEY) LTP Service code 28 | Investment Management | $577,489 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO CO. Service code 28 · EIN 04-2691242 | Investment Management | $318,042 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $280,592 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $275,867 |
GLOBAL THEMATIC PARTNERS, LLC1+ years Service code 28 · EIN 27-2093087 | Investment Management | $261,193 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $253,747 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $252,690 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $197,451 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $183,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -12.63% | 3.11%-15.7pp | -0.81%-11.8pp | 3.11%-15.7pp |
| Employer contribution / active EE | $11,244 | $9,361+20.1% | $38,425-70.7% | $9,361+20.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |