Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $82,945 |
SEI INVESTMENTS6+ years Service code 28 · EIN 04-2452803 | Investment Management | $44,498 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $33,147 |
MITCHELL & TITUS, LLP6+ years Service code 10 · EIN 13-2781641 | Accounting | $25,647 |
THE BANK OF NEW YORK MELLON5 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $11,035 |
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Employer contribution per participant 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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 15.65% | 11.02%+4.6pp | 1087.39%-1071.7pp | 11.45%+4.2pp |
| Employer contribution / active EE | $1,984 | $20,468-90.3% | $42,245-95.3% | $17,219-88.5% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |