Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $534,859 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $141,312 |
Service code 28 · EIN 48-1140940 | Investment Management | $87,921 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $85,268 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES, INC Service code 17 · EIN 43-1708520 | Pension Consulting | $77,731 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MGMT INC. Service code 28 · EIN 04-2955404 | Investment Management | $45,970 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $44,700 |
KILTEARN PARTNERS LLP3+ years Service code 28 · EIN 27-4585908 | Investment Management | $18,754 |
Filed as: DOLAN MCENIRY CAPITAL MANAGEMENT, L Service code 28 · EIN 36-4169967 | Investment Management | $5,995 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $4,602 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -1.58% | 9.64%-11.2pp | -102.04%+100.5pp | 33.37%-35.0pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |