Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $355,703 |
JANUS HENDERSON3+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $176,946 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $81,250 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $52,543 |
REAMS ASSET MANAGEMENT3+ years Service code 28 · EIN 43-1925734 | Investment Management | $45,320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.05% | 26.60%-13.6pp | 10.16%+2.9pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,408 | $7,232-80.5% | $33,192-95.8% | $14,688-90.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |