Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $345,692 |
Service code 13 · EIN 38-3370067 | Contract Administrator | $182,906 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 16 · EIN 26-1429809 | Consulting | $116,055 |
THYSSENKRUPP NORTH AMERICA, INC.2+ years Filed as: THYSSENKRUPP NORTH AMERICA Service code 14 · EIN 22-2393554 | Plan Administrator | $106,243 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $62,883 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $32,905 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $16,900 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 14.13% | 9.24%+4.9pp | 15.63%-1.5pp | 10.21%+3.9pp |
| Employer contribution / active EE | $447,921 | $101,185+342.7% | $56,677+690.3% | $42,272+959.6% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |