Filed June 15, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER2+ years Filed as: ROCKEFELLER & CO INC. Service code 15 · EIN 13-3006584 | Recordkeeping | $437,316 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $233,500 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $74,337 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,283 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT GROUP Service code 28 · EIN 20-0348128 | Investment Management | $64,332 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 0.71% | 5.09%-4.4pp | 5.00%-4.3pp | 7.18%-6.5pp |
| Employer contribution / active EE | $10,157 | $7,393+37.4% | $35,918-71.7% | $13,095-22.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |