Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $287,379 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $115,857 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1466678 | Securities Custodian | $43,229 |
Service code 17 · EIN 43-1451524 | Pension Consulting | $20,000 |
FUST CHARLES CHAMBERS LLP8+ years Filed as: FUST CHARLES CHAMBERS Service code 10 · EIN 16-1226221 | Accounting | $12,006 |
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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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -21.02% | -10.35%-10.7pp | -38.86%+17.8pp | 2.78%-23.8pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |