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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $908,175 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $808,726 |
THE BANK OF NEW YORK MELLON8+ years Service code 16 · EIN 13-5160382 | Consulting | $337,789 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $160,625 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $129,996 |
Service code 28 · EIN 48-1140940 | Investment Management | $86,463 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $69,837 |
WEAVER AND TIDWELL, LLP8+ years Service code 10 · EIN 75-0786316 | Accounting | $6,283 |
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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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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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -22.64% | -11.26%-11.4pp | -4.80%-17.8pp | 2.78%-25.4pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |