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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 | $1,348,620 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $487,467 |
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262386 | Investment Management | $308,640 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $275,292 |
THE BANK OF NEW YORK MELLON3+ years Service code 16 · EIN 13-5160382 | Consulting | $261,386 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $199,964 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $182,029 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET Service code 16 · EIN 25-1890416 | Consulting | $169,540 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $97,497 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $36,998 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.29% | 35.86%-24.6pp | 10.53%+0.8pp | 17.84%-6.5pp |
| Employer contribution / active EE | $39,586 | $23,588+67.8% | $29,360+34.8% | $14,688+169.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |