Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $696,182 |
MERCER3 years Filed as: MERCER INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $438,116 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $230,976 |
WILLIS TOWERS WATSON US LLC5+ years Service code 17 · EIN 53-0181291 | Pension Consulting | $63,637 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $61,500 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $8,975 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -2.12% | 10.00%-12.1pp | 5.04%-7.2pp | 9.30%-11.4pp |
| Employer contribution / active EE | $12,591 | $10,331+21.9% | $26,454-52.4% | $12,551+0.3% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |