Filed April 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $785,752 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $47,125 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 10 · EIN 25-6078093 | Accounting | $20,621 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 3.74% | 8.46%-4.7pp | 9.82%-6.1pp | 8.76%-5.0pp |
| Employer contribution / active EE | $1,296 | $11,054-88.3% | $30,322-95.7% | $16,664-92.2% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |