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 Service code 11 · EIN 53-0181291 | Actuarial | $503,707 |
Service code 28 · EIN 36-7045783 | Investment Management | $111,328 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $78,297 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $70,100 |
VERUS5 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $41,667 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $37,931 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-3703295 | Investment Management | $37,790 |
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $31,585 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 36-6565596 | Accounting | $28,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INTERNATIONAL Service code 28 · EIN 13-3718039 | Investment Management | $16,031 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.45% | -2.41%-14.0pp | -38.86%+22.4pp | 23.41%-39.9pp |
| Employer contribution / active EE | $3,831 | $7,691-50.2% | $37,756-89.9% | $12,650-69.7% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |