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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 38-3766431 | Investment Management | $83,255 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $68,411 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $56,568 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $52,239 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $38,611 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $36,267 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS GROUP TRUST Service code 28 · EIN 22-3163872 | Investment Management | $29,586 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $29,524 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON BANK Service code 21 · EIN 95-3571558 | Bank Trustee | $17,614 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $17,092 |
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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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 12.51% | 11.20%+1.3pp | 9.60%+2.9pp | 13.95%-1.4pp |
| Employer contribution / active EE | $13,457 | $27,489-51.0% | $45,595-70.5% | $16,598-18.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |