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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $345,144 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $321,030 |
Filed as: WILSHIRE ASSOCIATES INC Service code 17 · EIN 95-2755361 | Pension Consulting | $149,751 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 18 · EIN 04-2755549 | Investment management; Custodial (oth... | $109,503 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-2614959 | Custodial (other than securities); Di... | $80,969 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2683227 | Investment Management | $49,257 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG LP Service code 50 · EIN 06-1818168 | Direct Payment | $15,833 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.83% | 9.48%+0.4pp | 9.52%+0.3pp | 12.86%-3.0pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |