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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $58,225 |
FIRST MANHATTAN CO.3+ years Service code 27 · EIN 13-1957714 | Advisory (Plan) | $21,990 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 56-0906609 | Bank Trustee | $7,525 |
SHEEHAN & COMPANY1 year Filed as: SHEEHAN & COMPANY, CPA P.C. Service code 10 · EIN 13-2709344 | Accounting | $6,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | 1.12% | -0.47%+1.6pp | -0.77%+1.9pp | -82.66%+83.8pp |
| Employer contribution / active EE | $54,153 | $34,803+55.6% | $29,514+83.5% | $43,771+23.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |