Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $364,442 |
JANUS HENDERSON4+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $129,613 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $68,771 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $65,000 |
REAMS ASSET MANAGEMENT4+ years Service code 28 · EIN 43-1925734 | Investment Management | $39,385 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.77% | 9.64%-14.4pp | -102.04%+97.3pp | 33.37%-38.1pp |
| Employer contribution / active EE | $1,527 | $8,034-81.0% | $36,232-95.8% | $11,253-86.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |