Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $368,013 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON BANK Service code 25 · EIN 13-5160382 | Directed Trustee | $185,188 |
Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 16 · EIN 26-1429809 | Consulting | $96,190 |
Filed as: TOWERS WATSON INVESTMENT Service code 11 · EIN 52-1868818 | Actuarial | $41,862 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $30,844 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $29,376 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $23,654 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 14.68% | 7.94%+6.7pp | 12.90%+1.8pp | 12.16%+2.5pp |
| Employer contribution / active EE | $0 | $93,175-100.0% | $53,929-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |