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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT3+ years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $410,585 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $369,540 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 18 · EIN 04-2755549 | Direct payment from the plan; Custodi... | $181,530 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-2614959 | Direct payment from the plan; Custodi... | $145,446 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 17 · EIN 95-2755361 | Pension Consulting | $128,100 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 5.60% | 11.26%-5.7pp | 12.68%-7.1pp | 37.77%-32.2pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |