Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,841,654 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $562,178 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $128,003 |
JEFFERIES LLC2 years Filed as: JEFFRIES Service code 21 · EIN 13-2615557 | Bank Trustee | $55,882 |
VERRILL DANA LLP10+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $49,143 |
RIVER AND MERCANTILE LLC1 year Service code 28 · EIN 04-3513306 | Investment Management | $25,000 |
KIRKLAND & ELLIS LLP2 years Filed as: KIRKLAND & ELLIS Service code 29 · EIN 36-1326630 | Legal | $10,089 |
ENCAP INVESTMENTS LP1 year Service code 28 · EIN 20-0088401 | Investment Management | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | -5.49% | 10.03%-15.5pp | 9.84%-15.3pp | 13.05%-18.5pp |
| Employer contribution / active EE | $0 | $31,905-100.0% | $30,320-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |