Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 13 · EIN 36-2235791 | Contract Administrator | $64,303 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $36,542 |
INVESCO3 years Filed as: INVESCO EMERGING MKTS EQUITY FUND Service code 27 · EIN 51-0423349 | Advisory (Plan) | $26,705 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $19,847 |
DODGE & COX7+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $19,582 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $17,098 |
Filed as: MARATHON Service code 28 · EIN 98-1669899 | Investment Management | $16,562 |
ABB BUSINESS SERVICES7+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $15,173 |
MUZINICH & CO., INC.1 year Service code 27 · EIN 13-3472632 | Advisory (Plan) | $14,149 |
Service code 27 · EIN 82-0983489 | Advisory (Plan) | $8,253 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 3.13% | 4.93%-1.8pp | 7.32%-4.2pp | 9.30%-6.2pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |