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: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $568,945 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $110,680 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON Service code 10 · EIN 41-0746749 | Accounting | $42,000 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $35,008 |
PGIM INVESTMENTS1 year Filed as: JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $21,986 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 · EIN 93-6274328 | Advisory (Plan) | $16,454 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $15,467 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.42% | 8.04%+0.4pp | 9.17%-0.8pp | 8.76%-0.3pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |