Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $339,283 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $218,163 |
IVINS, PHILLIPS & BARKER4 years Filed as: IVINS PHILLIPS & BARKER CHTD. Service code 29 · EIN 52-1229560 | Legal | $97,882 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $91,357 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $67,800 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 645 5TH AVE. #1201 · NEW YORK, NY 10022 | Investment Management | $11,872 |
Filed as: SCHRODERS INVESTMENT MGMT N.AMERICA Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $9,153 |
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 10.79% | 11.98%-1.2pp | 35.16%-24.4pp | 37.77%-27.0pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,401-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |