Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $339,267 |
MEKETA INVESTMENT GROUP9 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
VON BRIESEN & ROPER1 year Filed as: VON BRIESEN Service code 29 · EIN 39-1576289 | Legal | $61,299 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $36,402 |
Filed as: STATE STREET GLOBAL TRUST Service code 27 · EIN 04-0025081 | Advisory (Plan) | $10,329 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 27 381 BRINTON ROAD, SUITE 5 · THORNTON, PA 19373 | Advisory (Plan) | $9,616 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.25% | 5.48%+0.8pp | 9.82%-3.6pp | 9.30%-3.1pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |