Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $316,248 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $291,383 |
STATE STREET GLOBAL ADVISORS5+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $84,645 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $61,819 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $43,851 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $34,916 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 4.73% | 8.88%-4.1pp | 3.87%+0.9pp | 8.88%-4.1pp |
| Employer contribution / active EE | $14,731 | $15,934-7.5% | $28,590-48.5% | $15,934-7.5% |
| Participant deferral / active EE | $0 | $753-100.0% | $13-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |