Filed March 22, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $211,813 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $181,590 |
COLUMBIA5 years Filed as: COLUMBIA MGT INV SRVC. CORP Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $103,598 |
PRINCIPAL MIDCAP8 years Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $12,875 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES FUNDS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $5,975 |
MFS INVESTMENT MANAGEMENT9 years Filed as: MFS INVESTMENT Service code 28 111 HUNTINGTON AVE · BOSTON, MA 021997632 | Investment Management | $5,905 |
Filed as: FULLER & THALER ASSET MGMT, INC. Service code 28 411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $5,728 |
GRANITE GROUP ADVISORS, LLC7 years Filed as: GRANITE SMALL CAP GROWTH Service code 28 2321 ROSECRANS AVE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $5,595 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 1.36% | 8.17%-6.8pp | 9.14%-7.8pp | 7.65%-6.3pp |
| Employer contribution / active EE | $19,737 | $16,702+18.2% | $40,523-51.3% | $20,582-4.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |