Filed April 23, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3275867 | Recordkeeping | $682,610 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $351,232 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $195,897 |
SCHRODER INVESTMENT MANAGEMENT4+ years Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $149,910 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $135,528 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NA Service code 21 · EIN 22-1146430 | Bank Trustee | $93,402 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $87,633 |
Filed as: HOTCHKIS AND WILEY Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $66,647 |
GOLDMAN SACHS4+ years Filed as: DSM CAPITAL PARTNERS Service code 51 · EIN 31-1770164 | Investment Mgmt Fees | $65,101 |
ARONSON & JOHNSON & ORTIZ, LP4+ years Filed as: ARONSON PARTNERS Service code 51 · EIN 23-2312104 | Investment Mgmt Fees | $63,461 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -8.30% | 9.64%-17.9pp | -102.04%+93.7pp | 33.37%-41.7pp |
| Employer contribution / active EE | $2,086 | $8,034-74.0% | $36,232-94.2% | $11,253-81.5% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |