Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $247,946 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $174,292 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $69,081 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $49,774 |
BENEFITS OUTSOURCING INC1 year Service code 50 · EIN 38-3370067 | Direct Payment | $49,221 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $31,592 |
AETNA LIFE INSURANCE COMPANY3 years Service code 13 · EIN 06-6033492 | Contract Administrator | $9,728 |
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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 0.34% | 6.45%-6.1pp | 8.61%-8.3pp | 7.65%-7.3pp |
| Employer contribution / active EE | $0 | $20,590-100.0% | $33,046-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |