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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $753,903 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $469,589 |
Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $219,650 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $169,646 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2755549 | Investment Management | $115,116 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 04-1867445 | Investment Management | $111,266 |
WILLIAM BLAIR4+ years Service code 28 · EIN 13-2673503 | Investment Management | $21,859 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $6,684 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 2.65% | 16.96%-14.3pp | -102.04%+104.7pp | 73.13%-70.5pp |
| Employer contribution / active EE | $5,134 | $5,316-3.4% | $36,232-85.8% | $8,421-39.0% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |