Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $799,474 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $645,525 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $515,000 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $261,909 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $255,290 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE Service code 28 · EIN 52-0556948 | Investment Management | $251,646 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $232,760 |
DODGE & COX1+ years Service code 28 · EIN 13-2631108 | Investment Management | $165,163 |
ELLWOOD ASSOCIATES1+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $141,311 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $17,500 |
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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 | $0 | $27,559-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | -4.07% | -0.66%-3.4pp | -19.26%+15.2pp | -0.66%-3.4pp |
| Employer contribution / active EE | $0 | $16,245-100.0% | $0 | $16,245-100.0% |
| Participant deferral / active EE | $0 | $3,409-100.0% | $0 | $3,409-100.0% |
| Admin fee / account holder | $0 | $0 | $17,424-100.0% | - |