Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $609,310 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $382,539 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $215,981 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $200,000 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $197,303 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $164,974 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $24,569 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,363-100.0% | $343,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 0.0%0pp | 2.2%-2.2pp |
| Annual return | 1.52% | 9.11%-7.6pp | 16.99%-15.5pp | 9.11%-7.6pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $26,485-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $8-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |