Filed April 18, 2019
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $295,423 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $105,084 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $99,184 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 16 · EIN 26-1429809 | Consulting | $93,823 |
Filed as: THYSSENKRUPP PRESTA NORTH AMERICA Service code 65 · EIN 65-1192039 | Account Maintenance | $84,774 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN HOLDING GROUP, LLC Service code 10 · EIN 38-1357951 | Accounting | $28,387 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 16 · EIN 58-1989031 | Consulting | $6,104 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $750 |
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 | $311,837-100.0% | $311,837-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -6.49% | 10232.79%-10239.3pp | 4677.09%-4683.6pp | -82.67%+76.2pp |
| Employer contribution / active EE | $248,852 | $89,302+178.7% | $49,501+402.7% | $43,771+468.5% |
| Participant deferral / active EE | $0 | $316-100.0% | $312-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,204-100.0% | - | $11,204-100.0% |