Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT OUTSOURCING SOLUTIONS Service code 13 · EIN 38-3370067 | Contract Administrator | $297,222 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 16 · EIN 26-1429809 | Consulting | $129,727 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON BANK Service code 25 · EIN 13-5160382 | Directed Trustee | $109,671 |
THYSSENKRUPP NORTH AMERICA, INC.1+ years Filed as: THYSSENKRUPP NORTH AMERICA Service code 14 · EIN 22-2393554 | Plan Administrator | $84,458 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $39,922 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN HOLDING GROUP, LLP Service code 10 · EIN 38-1357951 | Accounting | $33,264 |
STEVENSON KEPPELMAN1+ years Service code 29 · EIN 38-2736182 | Legal | $105 |
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 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 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 5.21% | -3.24%+8.5pp | 2.08%+3.1pp | 4.16%+1.0pp |
| Employer contribution / active EE | $0 | $79,753-100.0% | $47,324-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |