Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $67,608 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $32,809 |
HUNTINGTON NATIONAL BANK10+ years Service code 28 · EIN 31-0966785 | Investment Management | $19,328 |
PNC BANK, N.A.10+ years Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-0640560 | Investment Management | $6,818 |
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 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 12.81% | 10.01%+2.8pp | 9.82%+3.0pp | 13.05%-0.2pp |
| Employer contribution / active EE | $0 | $31,912-100.0% | $30,322-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |