| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,514,390 |
EXELON BUSINESS SERVICES CO4+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $526,460 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $474,336 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $431,303 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC Service code 14 · EIN 23-1945930 | Plan Administrator | $122,631 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $62,011 |
ALBOURNE AMERICA LLC2 years Service code 16 · EIN 91-2164625 | Consulting | $42,182 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $31,548 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $28,003 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $26,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.71% | 17.95%+0.8pp | 13.45%+5.3pp | 21.83%-3.1pp |
| Employer contribution / active EE | $4,819 | $16,835-71.4% | $26,057-81.5% | $12,237-60.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |