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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $386,563 |
Service code 59 · EIN 84-0467907 | Shareholder Servicing | $183,654 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $146,441 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 80-0733663 | Investment Management | $140,732 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLP Service code 28 · EIN 04-6566648 | Investment Management | $136,981 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 17 · EIN 04-3297339 | Pension Consulting | $131,116 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS, PHILLIPS, AND BARKER Service code 10 · EIN 52-1229560 | Accounting | $41,031 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 7.19% | 15.82%-8.6pp | 16.78%-9.6pp | 17.84%-10.7pp |
| Employer contribution / active EE | $14,260 | $19,885-28.3% | $26,328-45.8% | $14,688-2.9% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |