Filed December 18, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $803,912 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY GROUP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $793,360 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $468,625 |
ROBECO INVESTMENT MANAGEMENT5+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $343,314 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE Service code 28 · EIN 52-0556948 | Investment Management | $331,558 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $266,116 |
DODGE & COX5+ years Service code 28 · EIN 13-2631108 | Investment Management | $197,157 |
ELLWOOD ASSOCIATES5+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $132,578 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA Service code 21 · EIN 06-6033492 | Bank Trustee | $5,505 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 18.68% | 15.03%+3.7pp | 11.67%+7.0pp | 21.83%-3.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $28,376-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |