| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,470,919 |
EXELON BUSINESS SERVICES CO6+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $420,564 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $378,752 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $334,383 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 16 · EIN 20-4748747 | Consulting | $59,838 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 49 · EIN 13-3806691 | Other Services | $40,164 |
ALBOURNE AMERICA LLC4 years Service code 16 · EIN 91-2164625 | Consulting | $38,352 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $27,325 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $16,260 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 | Investment Management | $9,516 |
Annual investment return 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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 5.91% | 10.14%-4.2pp | 8.31%-2.4pp | 15.63%-9.7pp |
| Employer contribution / active EE | $25,877 | $16,339+58.4% | $21,002+23.2% | $11,476+125.5% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |