Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,335,808 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $600,000 |
BOSTON PARTNERS5 years Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $316,053 |
Service code 28 · EIN 87-4403465 | Investment Management | $290,728 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 45-2634493 | Investment Management | $218,090 |
Service code 19 · EIN 25-6078093 | Securities Custodian | $215,386 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $145,909 |
Service code 28 · EIN 27-4823991 | Investment Management | $133,472 |
Service code 28 · EIN 98-0465834 | Investment Management | $86,086 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 21 · EIN 25-1442864 | Bank Trustee | $59,648 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $297,102-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 6.16% | 8.92%-2.8pp | 7.91%-1.7pp | 8.92%-2.8pp |
| Employer contribution / active EE | $4,126 | $9,703-57.5% | $29,328-85.9% | $9,703-57.5% |
| Participant deferral / active EE | $0 | $466-100.0% | $17-100.0% | $466-100.0% |
| Admin fee / account holder | $0 | $0 | $10,077-100.0% | - |