Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 50 335 MADISON AVE · NEW YORK, NY 10017 | Direct Payment | $580,433 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 18 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Direct payment from the plan; Custodi... | $435,177 |
MAA2 years Service code 28 · EIN 46-3248684 101 HUDSON ST. · JERSEY CITY, NJ 07302 | Investment Management | $357,477 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE #17 · NEW YORK, NY 10022 | Investment Management | $258,509 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $214,990 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $212,967 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 10-4324742 | Investment Management | $206,302 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $155,974 |
TSW3 years Service code 28 6641 WEST BROAD STREET · RICHMOND, VA 23230 | Investment Management | $153,240 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 PO BOX 1305 · CHARLOTTE, NC 282011305 | Investment Management | $139,126 |
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 7.95% | 8.60%-0.6pp | 8.31%-0.4pp | 13.24%-5.3pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |