Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $156,404 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $140,952 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $87,460 |
SHENKMAN CAPITAL MANAGEMENT8+ years Service code 28 · EIN 13-3280361 | Investment Management | $80,949 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $50,000 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $26,775 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $11,120 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,151 |
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 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -17.87% | 0.10%-18.0pp | -4.80%-13.1pp | -14.65%-3.2pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |