Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $621,322 |
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $587,249 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $513,658 |
STATE STREET GLOBAL ADVISORS1+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $510,095 |
GOLDMAN SACHS1+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $330,630 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $292,490 |
Filed as: BRANDYWINE GLOBAL INV MGMNT LLC Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $141,034 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $117,349 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 16 · EIN 34-6565596 | Consulting | $99,178 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $83,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,158 | $120,005+258.4% | $68,509+527.9% | $67,505+537.2% |
| Participation rate | 98.7% | 87.9%+10.8pp | 74.7%+24.0pp | 71.2%+27.5pp |
| Annual return | -0.92% | 2.25%-3.2pp | 8.27%-9.2pp | 6.52%-7.4pp |
| Employer contribution / active EE | $1,096 | $4,267-74.3% | $2,278-51.9% | $2,173-49.6% |
| Participant deferral / active EE | $9,203 | $6,452+42.6% | $3,382+172.1% | $3,597+155.9% |
| Admin fee / account holder | $386 | $71+440.9% | $5,275-92.7% | $56+586.7% |