Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $723,148 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $211,794 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $156,174 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $92,304 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $41,020 |
LOOMIS SAYLES3 years Filed as: THE LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $38,118 |
BETH ISRAEL LAHEY HEALTH1 year Filed as: BETH ISRAEL LAHEY HEALTH, INC. Service code 14 · EIN 83-2671600 | Plan Administrator | $15,203 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $14,175 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 8.25% | 8.48%-0.2pp | 9.82%-1.6pp | 8.48%-0.2pp |
| Employer contribution / active EE | $2,100 | $9,949-78.9% | $30,322-93.1% | $9,949-78.9% |
| Participant deferral / active EE | $34 | $734-95.4% | $66-49.3% | $734-95.4% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |