Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $74,418 |
HUNTINGTON NATIONAL BANK7+ years Service code 28 · EIN 31-0966785 | Investment Management | $18,618 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-3046063 | Bank Trustee | $10,401 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $9,931 |
PNC BANK, N.A.7+ years Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-0640560 | Investment Management | $6,898 |
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 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 12.84% | 10.53%+2.3pp | 10.75%+2.1pp | 9.30%+3.5pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |