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 | $383,351 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $222,979 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $114,649 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS CORE PLUS FIXED INCO Service code 28 · EIN 27-2851036 | Investment Management | $90,781 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 36-6565596 | Accounting | $54,000 |
BLACKROCK3+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $34,144 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $18,675 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 91-1347393 | Bank Trustee | $15,751 |
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Form 5500 reported that benefits due were not provided when due.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.42% | 26.60%-12.2pp | 10.16%+4.3pp | 17.84%-3.4pp |
| Employer contribution / active EE | $2,943 | $7,232-59.3% | $33,192-91.1% | $14,688-80.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |