Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,224,753 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $550,000 |
INVESCO4 years Filed as: MARATHON LONDON INTERNATIONAL INVES Service code 28 · EIN 04-3237387 | Investment Management | $405,328 |
BOSTON PARTNERS4 years Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $398,003 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 45-2634493 | Investment Management | $386,186 |
Service code 28 · EIN 98-0465834 | Investment Management | $352,851 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 27-4823991 | Investment Management | $241,670 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 25-6078093 | Investment management fees paid direc... | $133,643 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MGMT Service code 21 · EIN 25-1442864 | Bank Trustee | $49,610 |
CROWE LLP4 years Service code 15 · EIN 35-0921680 | Recordkeeping | $29,750 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 18.95% | 8.48%+10.5pp | 9.82%+9.1pp | 8.48%+10.5pp |
| Employer contribution / active EE | $12,759 | $9,949+28.2% | $30,322-57.9% | $9,949+28.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |