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 GROUP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $715,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $520,714 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $340,646 |
ROBECO INVESTMENT MANAGEMENT8+ years Filed as: ROBECO Service code 28 · EIN 98-0020274 | Investment Management | $339,322 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $290,027 |
DODGE & COX8+ years Service code 28 · EIN 13-2631108 | Investment Management | $255,113 |
ELLWOOD ASSOCIATES8+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $100,841 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE Service code 28 · EIN 52-0556948 | Investment Management | $34,388 |
AETNA LIFE INSURANCE COMPANY8+ years Filed as: AETNA Service code 21 · EIN 06-6033492 | Bank Trustee | $6,496 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -24.12% | -14.77%-9.4pp | 7.07%-31.2pp | 23.41%-47.5pp |
| Employer contribution / active EE | $0 | $4,290-100.0% | $34,847-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |