Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KEYBANK NATIONAL ASSOCIATION4 years Service code 13 · EIN 34-0797057 | Contract Administrator | $735,525 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $610,868 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $460,292 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | -0.32% | 9.92%-10.2pp | 32.30%-32.6pp | 22.81%-23.1pp |
| Employer contribution / active EE | $189,023 | $16,139+1071.2% | $33,955+456.7% | $18,290+933.5% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |