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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 38-3766431 | Investment Management | $95,656 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $80,734 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $71,072 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $67,115 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $56,897 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK Service code 21 · EIN 95-3571558 | Bank Trustee | $32,412 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $30,429 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $29,552 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS GROUP TRUST Service code 28 · EIN 22-3163872 | Investment Management | $25,249 |
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-4064414 | Investment Management | $24,705 |
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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 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -2.11% | -1.76%-0.4pp | -2.13%0pp | 2.81%-4.9pp |
| Employer contribution / active EE | $14,793 | $19,174-22.8% | $34,127-56.7% | $16,358-9.6% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |