Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $396,324 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 16 · EIN 52-1868818 | Consulting | $265,677 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $75,948 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $49,000 |
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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 6.43% | 8.66%-2.2pp | 36.37%-29.9pp | 11.84%-5.4pp |
| Employer contribution / active EE | $7,619 | $10,755-29.2% | $37,223-79.5% | $17,339-56.1% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |