Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $331,035 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $241,587 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS CORE PLUS FIXED INCO Service code 28 · EIN 27-2851036 | Investment Management | $86,779 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $86,554 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 36-6565596 | Accounting | $27,000 |
BLACKROCK2+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $21,508 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $15,835 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 91-1347393 | Bank Trustee | $14,545 |
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Form 5500 reported that benefits due were not provided when due.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.78% | 9.41%-2.6pp | 5.00%+1.8pp | 9.19%-2.4pp |
| Employer contribution / active EE | $0 | $8,353-100.0% | $35,918-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |