Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $444,689 |
Service code 28 · EIN 36-7045783 | Investment Management | $129,153 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $93,531 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $88,558 |
VERUS4 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $50,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $42,702 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-3703295 | Investment Management | $42,382 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $27,363 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 36-6565596 | Accounting | $26,400 |
BLACKROCK7+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $21,654 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 8.64% | 35.98%-27.3pp | 10.75%-2.1pp | 15.63%-7.0pp |
| Employer contribution / active EE | $3,159 | $8,396-62.4% | $35,170-91.0% | $11,476-72.5% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |