Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $344,376 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 18 50 S LASALLE ST · CHICAGO, IL 60603 | Custodial (other than securities); Tr... | $208,555 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $189,492 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $169,742 |
RUTABAGA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 04-3451870 | Investment Management | $99,649 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN INVESTMENT ADVISORY Service code 21 · EIN 52-1952888 | Bank Trustee | $97,888 |
MERCER2 years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $97,707 |
Service code 19 · EIN 81-4017137 | Securities Custodian | $52,888 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0855910 | Accounting | $33,660 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $10,914 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -1.05% | -0.93%-0.1pp | -102.04%+101.0pp | -1.95%+0.9pp |
| Employer contribution / active EE | $2,301 | $6,242-63.1% | $36,232-93.7% | $9,243-75.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |