Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $749,444 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $260,551 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $253,740 |
ANTON COLLINS MITCHELL LLP1+ years Service code 10 · EIN 01-0724563 | Accounting | $47,661 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 17 · EIN 13-3954297 | Pension Consulting | $24,858 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $11,735 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $11,013 |
DAVIS GRAHAM & STUBBS LLP1+ years Service code 29 · EIN 84-0421951 | Legal | $5,838 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.32% | 2.41%-4.7pp | -2.90%+0.6pp | -0.60%-1.7pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |