Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
COLUMBUS CIRCLE INVESTORS4 years Filed as: COLUMBUS CIRCLE ADVISORS Service code 28 · EIN 06-1404803 | Investment Management | $215,781 |
AON CONSULTING4 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $195,591 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $136,555 |
SHENKMAN CAPITAL MANAGEMENT6+ years Service code 28 · EIN 13-3280361 | Investment Management | $63,917 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $50,000 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $46,532 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $35,657 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $29,253 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $8,169 |
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 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.1%-43.1pp |
| Annual return | 25.50% | 4.61%+20.9pp | 793.01%-767.5pp | 259.19%-233.7pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |