Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $690,339 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $559,371 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $523,225 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Other fees; Custodial (securities); D... | $210,054 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $207,979 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $89,000 |
ALSTON & BIRD LLP8+ years Service code 29 · EIN 58-0137615 | Legal | $86,144 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 16 · EIN 94-3112180 | Consulting | $38,837 |
CURCIO WEBB3 years Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $10,000 |
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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -19.05% | -14.77%-4.3pp | 7.07%-26.1pp | 23.41%-42.5pp |
| Employer contribution / active EE | $0 | $4,290-100.0% | $34,847-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |