Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $28,088 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $19,812 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $17,896 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $15,789 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $13,275 |
AON CONSULTING3+ years Filed as: AON RISK SERVICES Service code 23 · EIN 36-3871028 | Direct payment from the plan; Insuran... | $13,108 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $12,574 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $12,055 |
DODGE & COX3+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $10,891 |
ABB BUSINESS SERVICES3+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $10,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.14% | 11.14%0pp | 16.78%-5.6pp | 10.41%+0.7pp |
| Employer contribution / active EE | $60,065 | $14,043+327.7% | $26,328+128.1% | $14,691+308.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |