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 | $250,132 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $134,517 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $97,051 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $59,387 |
BETH ISRAEL LAHEY HEALTH4+ years Service code 14 · EIN 83-2671600 | Plan Administrator | $51,827 |
STATE STREET GLOBAL ADVISORS4+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $43,131 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $30,230 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $14,176 |
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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 | 9.35% | 5.48%+3.9pp | 9.82%-0.5pp | 9.30%0pp |
| Employer contribution / active EE | $23,884 | $9,127+161.7% | $30,322-21.2% | $12,551+90.3% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |