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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $643,094 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 18 · EIN 04-2755549 | Investment management; Direct payment... | $471,742 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $315,758 |
Filed as: WILSHIRE ASSOCIATES INC Service code 17 · EIN 95-2755361 | Pension Consulting | $114,225 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-2614959 | Custodial (other than securities); Di... | $39,380 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2683227 | Investment Management | $25,554 |
Filed as: STATE ST. BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $5,598 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | -74.76% | 11.11%-85.9pp | 8.95%-83.7pp | 11.84%-86.6pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |