Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $751,327 |
Service code 28 · EIN 36-7045783 | Investment Management | $238,666 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $86,303 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $77,554 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $74,197 |
VERUS3 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $50,000 |
BLACKROCK6+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $42,875 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-3703295 | Investment Management | $41,742 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $28,926 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 36-6565596 | Accounting | $26,400 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.88% | 12.77%-3.9pp | 90.61%-81.7pp | 12.86%-4.0pp |
| Employer contribution / active EE | $5,003 | $8,963-44.2% | $32,730-84.7% | $13,687-63.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |