Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT OUTSOURCING SOLUTIONS Service code 13 · EIN 38-3370067 | Contract Administrator | $352,666 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON BANK Service code 25 · EIN 13-5160382 | Directed Trustee | $330,155 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $283,760 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 16 · EIN 26-1429809 | Consulting | $132,675 |
THYSSENKRUPP NORTH AMERICA, INC.2+ years Filed as: THYSSENKRUPP NORTH AMERICA Service code 14 · EIN 22-2393554 | Plan Administrator | $102,907 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN HOLDING GROUP, LLP Service code 10 · EIN 38-1357951 | Accounting | $37,754 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $15,866 |
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 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 11.66% | 9.24%+2.4pp | 15.63%-4.0pp | 10.21%+1.4pp |
| Employer contribution / active EE | $0 | $101,185-100.0% | $56,677-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |