Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,234,027 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $582,589 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $335,711 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Other fees; Account maintenance fees;... | $283,983 |
ALSTON & BIRD LLP10+ years Service code 29 · EIN 58-0137615 | Legal | $102,183 |
HUNTON ANDREWS KURTH LLP5 years Service code 29 · EIN 54-0572269 | Legal | $20,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 1.47% | 17.72%-16.3pp | 148.78%-147.3pp | 9.30%-7.8pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $26,858-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |