Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $691,081 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 50 · EIN 04-2755549 | Direct Payment | $464,209 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $414,816 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $373,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $321,986 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $268,681 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $255,891 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 16 · EIN 56-1557450 | Consulting | $248,890 |
WILLIAM BLAIR4+ years Service code 28 · EIN 27-6331814 | Investment Management | $244,790 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $185,925 |
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.
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 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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -3.61% | 33.37%-37.0pp | -0.77%-2.8pp | 33.37%-37.0pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $29,514-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |