Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $388,964 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $98,608 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $52,282 |
WESTMINSTER CONSULTING, LLC3 years Service code 17 · EIN 45-3679779 | Pension Consulting | $20,000 |
FUST CHARLES CHAMBERS LLP7+ years Filed as: FUST CHARLES CHAMBERS Service code 10 · EIN 16-1226221 | Accounting | $12,850 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 0.16% | 9.72%-9.6pp | 10.75%-10.6pp | 13.24%-13.1pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,170-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |