Filed May 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $101,920 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Service code 28 · EIN 65-0617051 | Investment Management | $97,983 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $30,900 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $16,200 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $14,482 |
Filed as: PATTERSON BELKNAPP Service code 29 · EIN 13-5622951 | Legal | $5,673 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -0.40% | -0.85%+0.5pp | -1.08%+0.7pp | -7.14%+6.7pp |
| Employer contribution / active EE | $0 | $14,391-100.0% | $35,779-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |