| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $91,942 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232266 | Recordkeeping | $60,400 |
EXELON BUSINESS SERVICES CO2+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $53,379 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MGMT (AMERICAS) Service code 27 · EIN 36-3664388 | Advisory (Plan) | $28,911 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $17,582 |
Filed as: WASHINGTON, PITTMAN & MCKEEVER LLC Service code 10 · EIN 36-4189747 | Accounting | $15,185 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $10,298 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $6,369 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE TRUST CO Service code 28 · EIN 52-0556948 | Investment Management | $5,767 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $5,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 11.90% | 3.15%+8.8pp | 1.15%+10.8pp | 7.18%+4.7pp |
| Employer contribution / active EE | $11,567 | $18,767-38.4% | $26,339-56.1% | $13,095-11.7% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |