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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $137,962 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS, LLC. Service code 16 · EIN 04-3638035 | Consulting | $137,926 |
WELLINGTON TRUST COMPANY5+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $116,006 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $86,252 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $66,510 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $64,160 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $55,283 |
GENESIS ASSET MANAGERS LLP5+ years Service code 28 · EIN 22-3163872 | Investment Management | $53,045 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $52,605 |
Service code 28 · EIN 61-1553761 | Investment Management | $40,881 |
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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 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 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 15.72% | 14.62%+1.1pp | 239.57%-223.9pp | 16.32%-0.6pp |
| Employer contribution / active EE | $0 | $21,307-100.0% | $43,837-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |