Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES NHIT CORE PORTFOLIO Service code 51 · EIN 39-6797387 | Investment Mgmt Fees | $55,379 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $49,017 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES LARGE CAP VALUE PORTF Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $31,754 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES SMID TRUST PORTFOLIO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $20,271 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Float revenue; Trustee (bank, trust c... | $18,432 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK LOANS PORTFOLIO Service code 51 · EIN 82-0542784 | Investment Mgmt Fees | $9,910 |
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Annual investment return 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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -0.71% | 5.09%-5.8pp | 5.00%-5.7pp | 7.18%-7.9pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |