Filed September 28, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 28 · EIN 27-2436452 | Investment Management | $252,854 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $128,692 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $105,905 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $81,000 |
RSM US LLP5+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $26,187 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $13,917 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $4,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 4.10% | 11.84%-7.7pp | 4.92%-0.8pp | 11.84%-7.7pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,114-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |