Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $823,157 |
BETH ISRAEL LAHEY HEALTH3+ years Service code 14 · EIN 83-2671600 | Plan Administrator | $247,569 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $172,200 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $120,003 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $95,622 |
STATE STREET GLOBAL ADVISORS3+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $43,883 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 | Actuarial | $14,100 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $10,558 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.28% | 9.71%-3.4pp | 32.33%-26.1pp | 9.11%-2.8pp |
| Employer contribution / active EE | $7,962 | $7,317+8.8% | $33,964-76.6% | $12,231-34.9% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |