Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $59,478 |
MERCER5+ years Service code 28 · EIN 30-0282430 | Investment Management | $34,677 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $24,473 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,773 |
AECOM USA INC.3 years Service code 10 · EIN 61-1088522 | Accounting | $15,834 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $12,758 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $12,006 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST Service code 27 · EIN 95-4797716 | Advisory (Plan) | $5,960 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 17.75% | 22.30%-4.6pp | 13.48%+4.3pp | 13.59%+4.2pp |
| Employer contribution / active EE | $20,576 | $18,386+11.9% | $47,067-56.3% | $14,592+41.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |