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 | $725,335 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $414,208 |
INVESCO3 years Filed as: INVESCO EMERGING MKTS EQUITY FUND Service code 27 · EIN 51-0423349 | Advisory (Plan) | $361,527 |
DODGE & COX7+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $240,516 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $206,950 |
ABB BUSINESS SERVICES7+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $184,581 |
Filed as: MARATHON Service code 28 · EIN 98-1669899 | Investment Management | $181,790 |
MUZINICH & CO., INC.3 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $177,677 |
Service code 27 · EIN 82-0983489 | Advisory (Plan) | $107,108 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $97,724 |
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 23.21% | 9.47%+13.7pp | 7.32%+15.9pp | 15.63%+7.6pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |