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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $219,663 |
WELLINGTON TRUST COMPANY6+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $112,773 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $86,888 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS, LLC. Service code 16 · EIN 04-3638035 | Consulting | $80,433 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Investment management; Custodial (oth... | $71,160 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $68,581 |
GENESIS ASSET MANAGERS LLP6+ years Service code 28 · EIN 22-3163872 | Investment Management | $51,075 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $50,797 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGMT GROUP Service code 28 · EIN 13-3575636 | Investment Management | $28,300 |
RIVER AND MERCANTILE LLC3 years Filed as: RIVER ROAD ASSET MGMT LLC Service code 28 · EIN 43-2076925 | Investment Management | $17,639 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 10.30% | 8.23%+2.1pp | 10.03%+0.3pp | 627.08%-616.8pp |
| Employer contribution / active EE | $0 | $13,919-100.0% | $38,789-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |