Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $395,904 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 16 · EIN 26-1429809 | Consulting | $202,144 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $143,395 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $117,154 |
Filed as: WILLIS TOWERS WATSON US LLC. Service code 11 · EIN 53-0181291 | Actuarial | $87,270 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT Service code 11 · EIN 52-1868818 | Actuarial | $62,340 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN HOLDINGS GROUP, LLP Service code 10 · EIN 38-1357951 | Accounting | $41,250 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $24,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | 2.44% | 4.23%-1.8pp | 7.26%-4.8pp | 24.44%-22.0pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |