Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $834,442 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $485,063 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $378,992 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $318,574 |
ALSTON & BIRD LLP9+ years Service code 29 · EIN 58-0137615 | Legal | $80,144 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $58,438 |
HUNTON ANDREWS KURTH LLP4 years Service code 29 · EIN 54-0572269 | Legal | $20,000 |
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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 8.22% | 8.44%-0.2pp | 14.20%-6.0pp | 9.11%-0.9pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $29,492-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |