Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $509,219 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $452,641 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $365,422 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $221,373 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $218,121 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $137,536 |
BLACKROCK8+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $45,896 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $39,281 |
PREFERRED STAFFING LLC8+ years Service code 15 · EIN 48-3791564 | Recordkeeping | $17,454 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $11,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $344,859-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 23.5%-23.5pp | 1.5%-1.5pp |
| Annual return | -49.09% | 23.41%-72.5pp | -8.04%-41.1pp | 23.41%-72.5pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $29,691-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $13-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $388-100.0% | $14,884-100.0% |