Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $477,565 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $460,011 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $432,822 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $222,733 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 14 · EIN 81-2983623 | Plan Administrator | $197,072 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $160,000 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $124,301 |
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $80,358 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $45,342 |
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 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 2.63% | 9.30%-6.7pp | 7.29%-4.7pp | 9.30%-6.7pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $20,019-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $31-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |