Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $119,523 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW LLC Service code 29 · EIN 35-2152202 | Legal | $44,861 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 27 · EIN 13-5160382 | Advisory (Plan) | $18,648 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $18,573 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $17,759 |
THYSSENKRUPP NORTH AMERICA, INC.1+ years Filed as: THYSSENKRUPP NORTH AMERICA, LLC Service code 14 · EIN 22-2393554 | Plan Administrator | $15,960 |
ANLYN, LTD.1+ years Service code 38 · EIN 41-2139219 | Participant Communication | $5,933 |
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 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 77.64% | 10.82%+66.8pp | 8.29%+69.4pp | 11.84%+65.8pp |
| Employer contribution / active EE | $0 | $12,700-100.0% | $40,774-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |