Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $663,919 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $110,504 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $91,165 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 36-6565596 | Accounting | $61,000 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $33,329 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 94-3411725 | Investment Management | $26,907 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $17,415 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 25 · EIN 94-3112180 | Directed Trustee | $7,711 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 7.66% | 9.71%-2.0pp | 32.33%-24.7pp | 9.11%-1.4pp |
| Employer contribution / active EE | $5,546 | $7,317-24.2% | $33,964-83.7% | $12,231-54.7% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |