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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $627,371 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $272,438 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $140,788 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GABELLI ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-4044521 | Investment Management | $103,589 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,000 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $11,118 |
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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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 6.31% | 9.19%-2.9pp | 3.99%+2.3pp | 9.19%-2.9pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $38,279-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |