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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $311,329 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $209,129 |
Service code 50 · EIN 84-0467907 | Direct Payment | $201,519 |
PGIM INVESTMENTS3 years Filed as: PGIM MANAGEMENT Service code 28 655 BROAD STREET, 9TH FLOOR · NEWARK, NJ 071024410 | Investment Management | $200,771 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 23 1295 STATE STREET - B245 · SPRINGFIELD, MA 011110001 | Insurance services; Direct payment fr... | $92,208 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE, LLC Service code 50 130 TURNER STREET, SUITE 510 · WALTHAM, MA 02453 | Direct Payment | $11,500 |
Filed as: MORGAN LEWIS PENSION PLAN RESTATE Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $7,755 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.82% | 1.88%-1.1pp | -5.12%+5.9pp | 2.78%-2.0pp |
| Employer contribution / active EE | $25,149 | $8,732+188.0% | $31,020-18.9% | $15,276+64.6% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |