Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $1,230,268 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,168,415 |
THE BANK OF NEW YORK MELLON7+ years Service code 16 · EIN 13-5160382 | Consulting | $372,352 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $195,197 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $152,813 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $145,322 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $129,996 |
Service code 28 · EIN 48-1140940 | Investment Management | $118,867 |
WEAVER AND TIDWELL, LLP7+ years Service code 10 · EIN 75-0786316 | Accounting | $10,197 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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.
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 1.87% | 11.91%-10.0pp | 36.37%-34.5pp | 13.24%-11.4pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |