Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $748,863 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $440,539 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $368,176 |
XEROX CORPORATION2+ years Filed as: XEROX SOLUTIONS LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $359,000 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 16 · EIN 56-1557450 | Consulting | $342,259 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $290,740 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 50 · EIN 04-2755549 | Direct Payment | $262,715 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $255,393 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $247,189 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST CAPITAL Service code 28 · EIN 95-4766779 | Investment Management | $172,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 4.39% | 5.86%-1.5pp | 4.96%-0.6pp | 5.86%-1.5pp |
| Employer contribution / active EE | $6,339 | $10,137-37.5% | $29,749-78.7% | $10,137-37.5% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |