Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES LARGE CAP VALUE PORTF Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $56,622 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES NHIT CORE PORTFOLIO Service code 51 · EIN 39-6797387 | Investment Mgmt Fees | $47,688 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $38,896 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES SMID TRUST PORTFOLIO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $26,478 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 | Trustee (bank, trust company, or simi... | $17,814 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK LOANS PORTFOLIO Service code 51 · EIN 82-0542784 | Investment Mgmt Fees | $11,389 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 8.21% | 12.40%-4.2pp | 10.16%-2.0pp | 23.90%-15.7pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |