Filed May 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $120,673 |
Service code 28 · EIN 36-7045783 | Investment Management | $96,537 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $32,553 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $27,398 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 10.64% | 9.19%+1.5pp | 9.36%+1.3pp | 24.44%-13.8pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |