Filed May 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $149,311 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $133,795 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $31,800 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $20,109 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $16,200 |
Filed as: PATTERSON BELKNAP Service code 29 · EIN 13-5622951 | Legal | $8,343 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 13.85% | 11.00%+2.8pp | 9.39%+4.5pp | 10.41%+3.4pp |
| Employer contribution / active EE | $0 | $16,132-100.0% | $33,466-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |