Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,520,769 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $345,270 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $342,997 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $248,028 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $238,159 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $150,000 |
LONGVIEW PARTNERS2 years Service code 28 · EIN 98-0364114 | Investment Management | $136,194 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $128,000 |
UNITED FORMS FINISHING5+ years Service code 17 · EIN 22-2378813 | Pension Consulting | $11,891 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 24.47% | 14.29%+10.2pp | 14.64%+9.8pp | 21.83%+2.6pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |