Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $140,676 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $132,528 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $45,476 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $25,890 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $23,057 |
Filed as: THE BANK OF NY MELLON Service code 28 · EIN 13-2614958 | Investment Management | $12,608 |
Filed as: SIMPSON THACHER & BARTLETT LLP Service code 29 · EIN 13-5395280 | Legal | $5,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -14.65% | -41.92%+27.3pp | -38.86%+24.2pp | -14.65%0pp |
| Employer contribution / active EE | $0 | $40,096-100.0% | $37,756-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |