Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,091,279 |
SEI INVESTMENTS9+ years Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $304,561 |
MALONEY & NOVOTNY LLC5 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $61,885 |
Filed as: VORYS, SATER, SEYMOUR & PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $30,261 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | -1.19% | 5.81%-7.0pp | 8.92%-10.1pp | 7.65%-8.8pp |
| Employer contribution / active EE | $150,476 | $11,440+1215.3% | $24,457+515.3% | $20,582+631.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |