Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON WILLIS Service code 11 · EIN 53-0181291 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Actuarial | $537,954 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 51 · EIN 20-4471997 489 FIFTH AVE. 10TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $219,984 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL, INC. Service code 51 · EIN 13-2728734 375 PARK AVE. · NEW YORK, NY 10152 | Investment Mgmt Fees | $183,171 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 550 S. 4TH ST. · MINNEAPOLIS, MN 55415 | Bank Trustee | $50,757 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 2222 SOUTH UTICA PL., STE. 200 · TULSA, OK 74114 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 12.40% | 221.56%-209.2pp | 29.77%-17.4pp | 53.27%-40.9pp |
| Employer contribution / active EE | $9,156 | $12,096-24.3% | $33,607-72.8% | $14,774-38.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |