Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $262,867 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $83,340 |
Filed as: THE BANK OF NEW YORK MELON Service code 19 · EIN 13-5160382 | Securities Custodian | $51,596 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON Service code 10 · EIN 41-0746749 | Accounting | $44,100 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $40,641 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $23,423 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $21,691 |
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 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 10.04% | 10.52%-0.5pp | 96.17%-86.1pp | 10.52%-0.5pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $25,602-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $292-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |