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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 16 · EIN 04-3638035 | Consulting | $94,905 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $74,014 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $71,342 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $64,734 |
Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $64,296 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $34,891 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $34,289 |
GENESIS ASSET MANAGERS LLP4+ years Service code 28 · EIN 22-3163872 | Investment Management | $27,237 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $20,048 |
Service code 28 · EIN 61-1553761 | Investment Management | $19,475 |
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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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -4.66% | -3.22%-1.4pp | -2.99%-1.7pp | -0.69%-4.0pp |
| Employer contribution / active EE | $13,413 | $32,178-58.3% | $41,623-67.8% | $16,786-20.1% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |