Filed June 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $650,333 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $79,302 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 95-2705767 | Investment Management | $77,874 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $48,260 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 6.26% | 9.72%-3.5pp | 10.75%-4.5pp | 13.24%-7.0pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,162-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |