Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $96,858 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 25-0065306 | Bank Trustee | $48,103 |
MERCER3+ years Service code 28 · EIN 30-0282430 | Investment Management | $41,723 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,924 |
MCDERMOTT WILL & EMERY LLP3+ years Service code 29 · EIN 36-1453176 | Legal | $20,865 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $5,129 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $5,000 |
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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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 13.99% | 9.27%+4.7pp | 14.41%-0.4pp | 10.41%+3.6pp |
| Employer contribution / active EE | $11,004 | $15,826-30.5% | $45,283-75.7% | $14,691-25.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |