Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $91,837 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $74,979 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $55,240 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $13,859 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,070 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $11,039 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $6,063 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -15.34% | -11.20%-4.1pp | 10.22%-25.6pp | -5.25%-10.1pp |
| Employer contribution / active EE | $0 | $17,775-100.0% | $51,212-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |