Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 16 · EIN 22-2232264 | Consulting | $650,178 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $572,343 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $355,541 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $307,595 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $298,753 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $89,000 |
ALSTON & BIRD LLP7+ years Service code 29 · EIN 58-0137615 | Legal | $51,403 |
HUNTON ANDREWS KURTH LLP2 years Service code 29 · EIN 54-0572269 | Legal | $12,500 |
ELENA SHTABEL5 years Filed as: ELENA D'ATTILIO Service code 16 1385 HSTREET · QUINCY, MA 02169 | Consulting | $7,929 |
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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 0.31% | 11.76%-11.5pp | 10.41%-10.1pp | 15.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $31,248-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |