Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Pension Consulting | $782,423 |
Filed as: TOWERS WATSON DELAWARE Service code 50 · EIN 52-2211537 | Direct Payment | $707,183 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 37-0533350 | Securities Custodian | $273,098 |
Filed as: FIDELITY INVESTMENTS Service code 13 200 SEAPORT BLVD · BOSTON, MA 02210 | Contract Administrator | $136,220 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 13 1 UNIVERSITY SQUARE DRIVE · PRINCTON, NJ 08540 | Contract Administrator | $127,797 |
UMR1 year Filed as: UNITED HEALTHCARE Service code 12 · EIN 36-2739571 | Direct payment from the plan; Claims ... | $107,682 |
Filed as: HENDERSON GENEVA Service code 50 · EIN 06-1217855 | Direct Payment | $67,646 |
CAREMARK1 year Service code 12 ONE CVS DRIVE · WOONSOCKET, RI 02895 | Contract Administrator; Claims proces... | $49,238 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 50 17 AUGUST ROAD · SIMSBURY, CT 06070 | Direct Payment | $7,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.41% | 19.60%-3.2pp | 11.12%+5.3pp | 17.84%-1.4pp |
| Employer contribution / active EE | $87,196 | $16,438+430.5% | $22,651+285.0% | $14,688+493.6% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |