Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $349,014 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $332,390 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $202,534 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3685404 | Actuarial | $199,678 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $198,622 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 20-4659714 | Investment Management | $167,676 |
NORTHWOOD INVESTORS LLC1 year Service code 28 · EIN 26-0373451 | Investment Management | $143,254 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $135,311 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $134,748 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $60,894 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -11.34% | -14.80%+3.5pp | -38.86%+27.5pp | -14.80%+3.5pp |
| Employer contribution / active EE | $1,160 | $8,996-87.1% | $37,756-96.9% | $8,996-87.1% |
| Participant deferral / active EE | $45 | $455-90.0% | $16+189.4% | $455-90.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |