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 Service code 11 · EIN 53-0181291 | Actuarial | $467,492 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $271,258 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $238,414 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIP & BARKER CHTD. Service code 29 · EIN 52-1229560 | Legal | $126,964 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $73,683 |
CAMBIAR INVESTORS LLC5 years Filed as: CAMBIAR INTERNATIONAL VAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $15,675 |
Filed as: SCHRODERS INVESTMENT MGMT N. AMERIC Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $13,601 |
Employer contribution per participant 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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 6.30% | 7.36%-1.1pp | 9.78%-3.5pp | 13.24%-6.9pp |
| Employer contribution / active EE | $9 | $40,685-100.0% | $46,889-100.0% | $14,616-99.9% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |