Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $158,153 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW LLC Service code 29 · EIN 36-2152202 | Legal | $90,391 |
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $53,543 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $53,438 |
THYSSENKRUPP NORTH AMERICA, INC.2+ years Filed as: THYSSENKRUPP NORTH AMERICA, LLC Service code 14 · EIN 22-2393554 | Plan Administrator | $39,846 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $36,727 |
Service code 13 · EIN 06-6033492 | Contract Administrator | $8,929 |
ANLYN, LTD.1 year Filed as: ANLYN LTD. Service code 38 · EIN 38-2917942 | Participant Communication | $5,151 |
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 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | 11.92% | -15.92%+27.8pp | -8.80%+20.7pp | 39.82%-27.9pp |
| Employer contribution / active EE | $0 | $30,693-100.0% | $43,463-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |