Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $193,755 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $167,682 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $73,117 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-3280361 | Investment Management | $51,593 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $37,516 |
KELLEY DRYE & WARREN LLP2+ years Filed as: KELLEY DRYE & WARREN Service code 29 · EIN 13-5335107 | Legal | $30,573 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD Service code 21 · EIN 26-3761443 | Bank Trustee | $30,327 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $27,746 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $24,829 |
Filed as: Q&F BENEFIT ADMINISTRATION, INC. Service code 13 · EIN 16-1302807 | Contract Administrator | $18,633 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 5.72% | 6.80%-1.1pp | 7.98%-2.3pp | 4.16%+1.6pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |