Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 81-2983623 | Recordkeeping | $167,215 |
Filed as: COLUMBUS CIRCLE ADVISORS Service code 28 · EIN 06-1404803 | Investment Management | $151,812 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD Service code 21 · EIN 26-3761443 | Bank Trustee | $129,448 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $84,496 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $70,236 |
SHENKMAN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 13-3280361 | Investment Management | $56,349 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $27,000 |
AON CONSULTING1 year Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $16,162 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $15,950 |
Filed as: Q&F BENEFIT Service code 13 · EIN 16-1302807 | Contract Administrator | $11,184 |
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 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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 20.06% | 3.14%+16.9pp | 10.53%+9.5pp | 10.21%+9.8pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |