Filed September 18, 2019 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 335 MADISON AVE · NEW YORK, NY 10017 | Actuarial | $206,831 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULT. Service code 28 · EIN 36-3109431 | Investment Management | $193,167 |
Filed as: FIDELITY MANAGEMENT TRUST, CO. Service code 15 · EIN 04-3022712 | Recordkeeping | $152,346 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3673037 | Investment Management | $126,948 |
Filed as: SPRING CONSULTING GROUP, LLC Service code 28 30 FEDERAL STREET, 4TH FLOOR · BOSTON, MA 02110 | Investment Management | $120,000 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE #17 · NEW YORK, NY 10022 | Investment Management | $116,483 |
NEUBERGER BERMAN4+ years Service code 28 605 THIRD AVE 36TH FLOOR · NEW YORK, NY 10158 | Investment Management | $100,455 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 84-6391546 | Investment Management | $81,064 |
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 28 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Investment Management | $76,843 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 10-4324742 | Investment Management | $75,941 |
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 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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -3.59% | 4.52%-8.1pp | -0.70%-2.9pp | 0.19%-3.8pp |
| Employer contribution / active EE | $0 | $13,719-100.0% | $28,903-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |