Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $660,407 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $325,667 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 16 · EIN 26-1429809 | Consulting | $177,763 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $167,490 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $54,350 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $4,629 |
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 | $2,286,405-100.0% | $2,286,405-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 8.14% | 0.51%+7.6pp | 4.92%+3.2pp | 9.30%-1.2pp |
| Employer contribution / active EE | $0 | $61,097-100.0% | $39,114-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |