Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $178,067 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $156,510 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $101,285 |
SHENKMAN CAPITAL MANAGEMENT10+ years Service code 28 · EIN 13-3280361 | Investment Management | $72,381 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $52,500 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $29,610 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 50 · EIN 30-0282430 | Direct Payment | $13,434 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $11,019 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,665 |
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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 9.02% | 3.77%+5.2pp | 6.70%+2.3pp | 13.05%-4.0pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |