Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $1,059,942 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $736,083 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $459,384 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $336,523 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $322,000 |
AON CONSULTING3 years Service code 16 · EIN 22-2232264 | Consulting | $236,823 |
ALSTON & BIRD LLP6+ years Service code 29 · EIN 58-0137615 | Legal | $101,442 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $83,500 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $45,000 |
HUNTON ANDREWS KURTH LLP1 year Service code 29 · EIN 54-0572269 | Legal | $12,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 13.09% | 9.42%+3.7pp | 9.65%+3.4pp | 12.86%+0.2pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $27,458-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |