Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: PENSION BENEFIT GUARANTY GROUP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $774,816 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $749,577 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $307,479 |
ROBECO INVESTMENT MANAGEMENT9+ years Filed as: ROBECO Service code 28 · EIN 98-0020274 | Investment Management | $301,945 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $272,141 |
DODGE & COX9+ years Service code 28 · EIN 13-2631108 | Investment Management | $225,899 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE Service code 28 · EIN 52-0556948 | Investment Management | $209,023 |
Filed as: CAP TRUST Service code 27 · EIN 36-3121777 | Advisory (Plan) | $170,343 |
AETNA LIFE INSURANCE COMPANY9+ years Filed as: AETNA Service code 21 · EIN 06-6033492 | Bank Trustee | $5,175 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 7.35% | 8.44%-1.1pp | 14.20%-6.9pp | 9.11%-1.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $29,492-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |