Filed December 16, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $7,122,451 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $1,106,515 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $517,175 |
Filed as: SECURIAN LIFE INSURANCE Service code 22 · EIN 41-1412669 | Insurance Broker | $309,978 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 59-2706923 | Actuarial | $218,340 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $184,917 |
EVIVE HEALTH2 years Filed as: EVIVE HEALTH, LLC Service code 15 · EIN 20-8578851 | Recordkeeping | $170,338 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 | Legal | $98,222 |
RR DONNELLEY8+ years Service code 36 · EIN 36-1004130 | Insurance brokerage commissions and f... | $88,406 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE, LLP Service code 16 · EIN 13-3891517 | Consulting | $67,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $333,750-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | 0.0%0pp |
| Annual return | -24.05% | 7.68%-31.7pp | -9.60%-14.5pp | 7.68%-31.7pp |
| Employer contribution / active EE | $8,817 | $9,142-3.6% | $56,630-84.4% | $9,142-3.6% |
| Participant deferral / active EE | $650 | $462+40.7% | $124+423.9% | $462+40.7% |
| Admin fee / account holder | $0 | $19,323-100.0% | $5,181-100.0% | $19,323-100.0% |