Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON GROUP TRUST FUND Service code 28 · EIN 61-6506892 | Investment Management | $131,115 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $66,709 |
LORD ABBETT1+ years Filed as: LORD ABBETT AND CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $51,710 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $47,021 |
BLACKROCK1+ years Filed as: BLACKROCK INST TRUST CO N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $10,740 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Recordkeeping fees; Other fees; Trust... | $2,331 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 15.56% | 3.14%+12.4pp | 10.53%+5.0pp | 10.21%+5.4pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |