Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $849,032 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 16 · EIN 52-1868818 | Consulting | $355,120 |
Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $77,777 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $44,000 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $41,680 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $28,701 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $13,933 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $8,851 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON Service code 28 · EIN 94-2602731 | Investment Management | $5,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 13.32% | 16.36%-3.0pp | 793.01%-779.7pp | 11.45%+1.9pp |
| Employer contribution / active EE | $10,011 | $15,595-35.8% | $27,004-62.9% | $17,219-41.9% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |