Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $483,241 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 94-3411725 | Investment Management | $44,903 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 36-6565596 | Accounting | $34,000 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $31,789 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $21,073 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $20,703 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -1.38% | 5.48%-6.9pp | 9.82%-11.2pp | 9.30%-10.7pp |
| Employer contribution / active EE | $12,719 | $9,127+39.4% | $30,322-58.1% | $12,551+1.3% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |