Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $608,918 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $261,976 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $230,408 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $55,900 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INTERNATIONAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $13,819 |
Filed as: SCHRODERS INVESTMENT MGMT N. AMERIC Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $12,390 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS & BARKER CHTD. Service code 29 · EIN 52-1229560 | Legal | $9,170 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 11.22% | 11.57%-0.3pp | 380.71%-369.5pp | 11.45%-0.2pp |
| Employer contribution / active EE | $0 | $36,657-100.0% | $45,089-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |