| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $166,682 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $118,624 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $28,426 |
Filed as: BLUE & COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $25,100 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $19,544 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $14,284 |
Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $109 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | ASHLAND GLOBAL HOLDINGS INC. | PLAN SPONSOR PLAN PAID INVOICE FOR ADMINISTRATION COST NOT RELATED TO THIS PLAN | — | — |
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 8.50% | 20.91%-12.4pp | 793.01%-784.5pp | 627.08%-618.6pp |
| Employer contribution / active EE | $7,920 | $11,580-31.6% | $27,004-70.7% | $18,824-57.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |