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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $104,535 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $99,730 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 38-3766431 | Investment Management | $79,443 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $73,577 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $64,635 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $40,646 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $40,081 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 21 · EIN 95-3571558 | Bank Trustee | $32,176 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $30,539 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $28,278 |
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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.
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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 4.16% | 5.61%-1.5pp | 3.99%+0.2pp | 11.88%-7.7pp |
| Employer contribution / active EE | $20,408 | $20,606-1.0% | $38,279-46.7% | $14,612+39.7% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |