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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $716,054 |
Service code 28 · EIN 48-1140940 | Investment Management | $449,911 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $423,984 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $246,940 |
THE BANK OF NEW YORK MELLON5+ years Service code 16 · EIN 13-5160382 | Consulting | $201,547 |
LOGAN CIRCLE PARTNERS, LP5+ years Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262386 | Investment Management | $165,853 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $129,996 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $128,807 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $51,707 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $45,116 |
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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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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 19.40% | 36.82%-17.4pp | 18.06%+1.3pp | 53.27%-33.9pp |
| Employer contribution / active EE | $15,991 | $13,338+19.9% | $30,411-47.4% | $14,774+8.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |