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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $393,918 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $393,428 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $333,614 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $217,240 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 28 · EIN 34-1111088 | Investment Management | $131,558 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 · EIN 34-1753575 | Advisory (Plan) | $91,776 |
MERCER1 year Service code 17 · EIN 61-0736136 | Pension Consulting | $80,000 |
THE BERWYN GROUP1 year Service code 38 · EIN 34-1672337 | Participant Communication | $16,043 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 13.58% | 6.04%+7.5pp | 5.44%+8.1pp | 9.19%+4.4pp |
| Employer contribution / active EE | $11,426 | $12,925-11.6% | $25,481-55.2% | $12,608-9.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |