Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $174,366 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $146,901 |
SHENKMAN CAPITAL MANAGEMENT9+ years Service code 28 · EIN 13-3280361 | Investment Management | $65,982 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $59,843 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $50,000 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $27,642 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $8,814 |
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 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 14.75% | 16.55%-1.8pp | 15.31%-0.6pp | 24.44%-9.7pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |