Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $579,592 |
Service code 28 · EIN 36-7045783 | Investment Management | $381,123 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $140,090 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS CORE PLUS FIXED INCO Service code 28 · EIN 27-2851036 | Investment Management | $92,317 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 36-6565596 | Accounting | $50,825 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $22,462 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 91-1347393 | Bank Trustee | $16,209 |
BLACKROCK4+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $15,950 |
VERUS1 year Service code 27 · EIN 91-1320111 | Advisory (Plan) | $6,667 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.43% | 9.64%-16.1pp | -102.04%+95.6pp | 33.37%-39.8pp |
| Employer contribution / active EE | $1,983 | $8,034-75.3% | $36,232-94.5% | $11,253-82.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |