Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $729,270 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $602,402 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $438,835 |
ROBECO INVESTMENT MANAGEMENT4+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $335,069 |
DODGE & COX4+ years Service code 28 · EIN 13-2631108 | Investment Management | $313,720 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $287,305 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE Service code 28 · EIN 52-0556948 | Investment Management | $214,680 |
ELLWOOD ASSOCIATES4+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $201,678 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $60,000 |
UHY LLP3 years Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $17,001 |
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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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -7.65% | 33.37%-41.0pp | -0.77%-6.9pp | 33.37%-41.0pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $29,514-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |