Filed April 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $50,345 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $34,090 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $10,874 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,536-100.0% | $112,259-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.6%-13.6pp | 15.3%-15.3pp |
| Annual return | 9.14% | 8.87%+0.3pp | -0.21%+9.3pp | 9.75%-0.6pp |
| Employer contribution / active EE | $8,472 | $25,431-66.7% | $24,124-64.9% | $13,830-38.7% |
| Participant deferral / active EE | $0 | $0 | $350-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $5,412-100.0% | $2,810-100.0% |