Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $341,377 |
MERCER3 years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $126,699 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $81,883 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $67,680 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN INVESTMENT ADVISORY Service code 21 · EIN 52-1952888 | Bank Trustee | $53,598 |
RUTABAGA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 04-3451870 | Investment Management | $32,290 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 50 S LASALLE ST · CHICAGO, IL 60603 | Custodial (other than securities); Tr... | $8,591 |
AETNA LIFE INSURANCE COMPANY4+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $7,018 |
Employer 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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 10.88% | 15.39%-4.5pp | 20.73%-9.8pp | 24.48%-13.6pp |
| Employer contribution / active EE | $1,187 | $7,237-83.6% | $36,503-96.7% | $9,418-87.4% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |