Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $254,879 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY N.A. Service code 27 · EIN 04-2755549 | Advisory (Plan) | $138,073 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $119,069 |
MUZINICH & CO., INC.1+ years Filed as: MUZINICH & C0., INC. Service code 27 · EIN 13-3472632 | Advisory (Plan) | $80,403 |
ABB BUSINESS SERVICES1+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $66,080 |
DODGE & COX1+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $59,779 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $45,055 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $41,500 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $28,261 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $19,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 18.35% | 8.00%+10.4pp | 7.69%+10.7pp | 37.77%-19.4pp |
| Employer contribution / active EE | $5,222 | $15,902-67.2% | $28,501-81.7% | $15,798-66.9% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |