Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $325,546 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $178,291 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIP & BARKER Service code 29 · EIN 52-1229560 | Legal | $96,540 |
JACOBS & COMPANY3+ years Filed as: JACOBS ENGINEERING GROUP INC Service code 14 · EIN 95-4081636 | Plan Administrator | $50,277 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $39,300 |
ANGELES INVESTMENT ADVISORS, LLC3+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 429 SANTA MONICA BLVD · SANTA MONICIA, CA 90401 | Advisory (Plan) | $22,500 |
Filed as: MFS Service code 28 430 W. 7TH STREET, SUITE 219341 · KANSAS CITY, MO 641051407 | Investment Management | $20,704 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INTERNATIONAL VAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $13,990 |
Filed as: SCHRODER INVESTMENT MGMT N. AMERICA Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $11,734 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.46% | -3.37%-3.1pp | -61.72%+55.3pp | 0.19%-6.6pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |