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 | $85,005 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $58,682 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $55,436 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $54,412 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $50,849 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $44,147 |
DODGE & COX3+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $31,463 |
ABB BUSINESS SERVICES3+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $27,485 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT LLC Service code 27 · EIN 95-4328983 | Advisory (Plan) | $26,845 |
AON CONSULTING3+ years Filed as: AON RISK SERVICES Service code 23 · EIN 36-3871028 | Direct payment from the plan; Insuran... | $24,718 |
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 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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 11.11% | 5.28%+5.8pp | 16.78%-5.7pp | 10.21%+0.9pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |