Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $173,575 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $165,743 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $50,896 |
SHENKMAN CAPITAL MANAGEMENT7+ years Service code 28 · EIN 13-3280361 | Investment Management | $50,390 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $50,000 |
COLUMBUS CIRCLE INVESTORS5 years Filed as: COLUMBUS CIRCLE ADVISORS Service code 28 · EIN 06-1404803 | Investment Management | $38,503 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $35,199 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $23,937 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $10,176 |
OMNIPRINT1 year Service code 36 · EIN 06-1461554 | Copying and duplicating; Direct payme... | $6,887 |
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 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 8.10% | 7.73%+0.4pp | 36.37%-28.3pp | 9.30%-1.2pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |