Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,402,266 |
LONGVIEW PARTNERS4 years Service code 28 · EIN 98-0364114 | Investment Management | $431,792 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO. Service code 28 · EIN 33-0629048 | Investment Management | $399,680 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $327,308 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $290,580 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $150,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $135,935 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $115,000 |
UNITED FORMS FINISHING7+ years Service code 17 · EIN 22-2378813 | Pension Consulting | $12,111 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 9.36% | 12.07%-2.7pp | 8.95%+0.4pp | 15.63%-6.3pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |