Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,213,794 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY GROUP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $783,769 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $402,758 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $397,883 |
ROBECO INVESTMENT MANAGEMENT6+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $327,312 |
DODGE & COX6+ years Service code 28 · EIN 13-2631108 | Investment Management | $308,645 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE Service code 28 · EIN 52-0556948 | Investment Management | $266,947 |
ELLWOOD ASSOCIATES6+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $138,632 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,375 |
AETNA LIFE INSURANCE COMPANY6+ years Filed as: AETNA Service code 21 · EIN 06-6033492 | Bank Trustee | $9,485 |
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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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 25.74% | 9.42%+16.3pp | 9.65%+16.1pp | 12.86%+12.9pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $27,458-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |