Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $159,190 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $130,499 |
MERCER6 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $83,115 |
Service code 27 · EIN 20-0626809 | Advisory (Plan) | $74,396 |
Filed as: METLIFE INC Service code 28 · EIN 13-4075851 | Investment Management | $63,846 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0855910 | Accounting | $21,664 |
AETNA LIFE INSURANCE COMPANY7+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $6,928 |
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 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -6.79% | 7.68%-14.5pp | -38.86%+32.1pp | 7.68%-14.5pp |
| Employer contribution / active EE | $48 | $9,142-99.5% | $37,756-99.9% | $9,142-99.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |