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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,112,279 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $429,249 |
THE BANK OF NEW YORK MELLON4+ years Service code 16 · EIN 13-5160382 | Consulting | $387,672 |
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262386 | Investment Management | $300,771 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $276,336 |
Service code 28 · EIN 48-1140940 | Investment Management | $262,714 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $256,195 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $170,501 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $119,163 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $49,727 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -3.71% | -3.49%-0.2pp | 4.36%-8.1pp | 0.19%-3.9pp |
| Employer contribution / active EE | $15,045 | $17,891-15.9% | $27,383-45.1% | $13,763+9.3% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |