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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 500 NORTH AKARD STREET, SUITE 4100 · DALLAS, TX 75201 | Actuarial | $308,547 |
Service code 51 · EIN 20-4668348 253 BAYBERRY LANE · WESTPORT, CT 06880 | Investment Mgmt Fees | $154,309 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-3571598 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $121,629 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $118,795 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 385 E. COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $117,651 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 20 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Consulting fees; Investment advisory ... | $105,507 |
Service code 51 · EIN 95-4597302 865 SOUTH FIGUEROA ST., SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $97,874 |
DISCIPLINED GROWTH INVESTORS1+ years Service code 51 · EIN 41-1901233 150 S. 5TH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $89,132 |
SCHIFF HARDIN LLP1+ years Service code 29 · EIN 36-3184453 233 SOUTH WACKER DRIVE, SUITE 7100 · CHICAGO, IL 60606 | Legal | $72,678 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $71,569 |
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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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 6.02% | 5.90%+0.1pp | 3.99%+2.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $0 | $17,826-100.0% | $38,279-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |