Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $194,347 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 42-1466678 | Direct payment from the plan; Custodi... | $118,874 |
KILTEARN PARTNERS LLP6 years Service code 28 · EIN 27-4585908 | Investment Management | $86,209 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $68,915 |
USI CONSULTING GROUP2 years Service code 16 · EIN 34-1213174 | Consulting | $17,034 |
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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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 4.65% | 7.03%-2.4pp | 9.82%-5.2pp | 7.65%-3.0pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,322-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |