| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $561,184 |
Service code 14 · EIN 23-3063219 | Plan Administrator | $459,754 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $173,566 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $112,729 |
Filed as: UBS GLOBAL ASSET MGMT (AMERICAS) Service code 27 · EIN 36-3664388 | Advisory (Plan) | $107,742 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $88,779 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN MANAGEMENT LP Service code 28 · EIN 13-4064930 | Investment Management | $41,750 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRCE TRUST CO Service code 28 · EIN 52-0556948 | Investment Management | $36,210 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $33,386 |
CHICAGO EQUITY PARTNERS2+ years Service code 28 · EIN 36-4338679 | Investment Management | $27,543 |
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 8.10% | 5.86%+2.2pp | 1.15%+6.9pp | 5.86%+2.2pp |
| Employer contribution / active EE | $9,533 | $10,137-6.0% | $26,339-63.8% | $10,137-6.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |