Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $787,231 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $722,624 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $285,370 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $259,262 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE Service code 28 · EIN 52-0556948 | Investment Management | $246,232 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $238,804 |
DODGE & COX2+ years Service code 28 · EIN 13-2631108 | Investment Management | $193,042 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $180,280 |
ELLWOOD ASSOCIATES2+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $105,150 |
UHY LLP1 year Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $15,049 |
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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 | $227,127-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 79.4%-79.4pp | - |
| Annual return | 0.60% | 2.76%-2.2pp | -0.24%+0.8pp | 2.76%-2.2pp |
| Employer contribution / active EE | $0 | $8,136-100.0% | $28,293-100.0% | $8,136-100.0% |
| Participant deferral / active EE | $0 | $2,061-100.0% | $32-100.0% | $2,061-100.0% |
| Admin fee / account holder | $0 | $0 | $2,482-100.0% | - |