Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $363,425 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $53,750 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $47,357 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $47,276 |
Service code 50 · EIN 04-2530412 | Direct Payment | $37,855 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $21,772 |
AETNA LIFE INSURANCE COMPANY2 years Service code 13 · EIN 06-6033492 | Contract Administrator | $9,663 |
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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 5.11% | 10.29%-5.2pp | 8.54%-3.4pp | 22.81%-17.7pp |
| Employer contribution / active EE | $0 | $15,716-100.0% | $37,153-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |