Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 13 · EIN 36-2235791 | Contract Administrator | $1,238,414 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY N.A. Service code 27 · EIN 04-2755549 | Advisory (Plan) | $472,333 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $436,384 |
MUZINICH & CO., INC.5 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $272,626 |
ABB BUSINESS SERVICES9+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $224,595 |
DODGE & COX9+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $207,606 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $153,153 |
NEUBERGER BERMAN5 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $96,073 |
GRANT THORNTON LLP9+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $85,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $64,328 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -93.64% | 3.70%-97.3pp | 7.69%-101.3pp | 24.44%-118.1pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |