Filed April 22, 2020
Total covered: 428 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON INVESTMENT SVC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $401,667 |
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT HR SERVICES Service code 15 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Recordkeeping | $264,391 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 21 · EIN 94-3112180 | Bank Trustee | $50,209 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Investment management fees paid indir... | $50,000 |
ALIGHT SOLUTIONS LLC2+ years Service code 17 · EIN 82-1061233 | Pension Consulting | $39,750 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $31,700 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,100 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $26,679 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 1.61% | 9.47%-7.9pp | 7.32%-5.7pp | 15.63%-14.0pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |