| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $158,016 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $74,641 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $49,462 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $44,463 |
EXELON BUSINESS SERVICES CO1+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $37,541 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $36,829 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 | Investment Management | $15,236 |
Service code 10 · EIN 36-4189747 | Accounting | $15,185 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $12,865 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $12,262 |
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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -4.87% | -1.64%-3.2pp | 16.23%-21.1pp | -0.60%-4.3pp |
| Employer contribution / active EE | $16,445 | $19,166-14.2% | $17,605-6.6% | $12,272+34.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |