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 | $109,406 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $68,824 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $67,425 |
Filed as: MARATHON Service code 28 · EIN 98-1669899 | Investment Management | $30,438 |
ABB BUSINESS SERVICES7+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $21,457 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $18,832 |
DODGE & COX7+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $18,783 |
Filed as: FAEGRE, DRINKER & BIDDLE LLP Service code 29 · EIN 23-1423089 | Legal | $11,603 |
MUZINICH & CO., INC.3 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $11,456 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $5,053 |
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 | $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 | -93.67% | 4.93%-98.6pp | 7.32%-101.0pp | 9.30%-103.0pp |
| 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% |