| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,146,128 |
EXELON BUSINESS SERVICES CO5+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $482,263 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $357,574 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $347,811 |
Service code 28 · EIN 13-3200244 | Investment Management | $47,524 |
ALBOURNE AMERICA LLC3 years Service code 16 · EIN 91-2164625 | Consulting | $40,751 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $28,000 |
CAISSA LLC3 years Service code 49 · EIN 80-0803957 | Other Services | $12,828 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 49 · EIN 13-3806691 | Other Services | $11,983 |
BLOOMBERG FINANCE LP4 years Service code 49 · EIN 13-3417984 | Other Services | $10,329 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 15.36% | 19.50%-4.1pp | 8.35%+7.0pp | 12.86%+2.5pp |
| Employer contribution / active EE | $6,321 | $27,684-77.2% | $27,010-76.6% | $13,687-53.8% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |