Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $173,675 |
LORD ABBETT2+ years Filed as: LORD ABBETT AND CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $87,340 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $72,854 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON GROUP TRUST FUND Service code 28 · EIN 61-6506892 | Investment Management | $60,684 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $60,356 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 18 · EIN 04-1590850 | Direct payment from the plan; Custodi... | $8,849 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -91.83% | -0.75%-91.1pp | 4.36%-96.2pp | -82.67%-9.2pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |