Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $519,447 |
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $197,239 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 16 · EIN 26-1429809 | Consulting | $180,558 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT Service code 11 · EIN 52-1868818 | Actuarial | $132,891 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN HOLDING GROUP, LLP Service code 10 · EIN 38-1357951 | Accounting | $62,093 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $16,233 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $15,332 |
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 | $1,964,387-100.0% | $1,964,387-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 14.3%-14.3pp | 43.1%-43.1pp |
| Annual return | 107.14% | 47040.52%-46933.4pp | 21681.50%-21574.4pp | 259.19%-152.0pp |
| Employer contribution / active EE | $3,947,470 | $140,951+2700.6% | $87,430+4415.0% | $41,472+9418.3% |
| Participant deferral / active EE | $0 | $0 | $70-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,693-100.0% | $3,693-100.0% | $21,502-100.0% |