Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $342,928 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $184,925 |
Filed as: METLIFE INC Service code 28 · EIN 13-4075851 | Investment Management | $75,258 |
MERCER5 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $62,999 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0855910 | Accounting | $15,870 |
AETNA LIFE INSURANCE COMPANY6+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $6,868 |
Filed as: STATE STREET CORPORATION Service code 28 · EIN 04-2456637 | Investment Management | $6,648 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 12.96% | 13.51%-0.5pp | 10.75%+2.2pp | 13.51%-0.5pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |