Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $56,705 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $22,378 |
HUNTINGTON NATIONAL BANK3+ years Service code 28 · EIN 31-0966785 | Investment Management | $16,342 |
PNC BANK, N.A.3+ years Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-0640560 | Investment Management | $6,121 |
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 13.04% | 9.90%+3.1pp | 10.16%+2.9pp | 10.21%+2.8pp |
| Employer contribution / active EE | $43,328 | $36,071+20.1% | $33,192+30.5% | $42,272+2.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |