Filed May 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $149,924 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $81,766 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $31,800 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $17,160 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $16,200 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 3.63% | 4.23%-0.6pp | 3.97%-0.3pp | 4.56%-0.9pp |
| Employer contribution / active EE | $0 | $16,147-100.0% | $28,168-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |