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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $659,654 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $480,544 |
PRIME, BUCHHOLZ & ASSOCIATES3 years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $208,494 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2755549 | Investment Management | $170,149 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $167,422 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 04-1867445 | Investment Management | $84,280 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $6,484 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 4.22% | 117.00%-112.8pp | 90.61%-86.4pp | 5230.06%-5225.8pp |
| Employer contribution / active EE | $7,973 | $5,915+34.8% | $32,730-75.6% | $10,491-24.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |