Filed September 18, 2019 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULT. Service code 28 · EIN 36-3109431 | Investment Management | $401,979 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 335 MADISON AVE · NEW YORK, NY 10017 | Actuarial | $220,951 |
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 15 · EIN 04-3022712 | Recordkeeping | $114,636 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $48,281 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $23,336 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 10.45% | 15.15%-4.7pp | 10.57%-0.1pp | 11.45%-1.0pp |
| Employer contribution / active EE | $37,931 | $16,781+126.0% | $29,483+28.7% | $17,219+120.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |