| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,241,237 |
EXELON BUSINESS SERVICES CO8+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $832,955 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $486,049 |
ALBOURNE AMERICA LLC6 years Service code 16 · EIN 91-2164625 | Consulting | $75,814 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $61,087 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE INC Service code 16 · EIN 20-4748747 | Consulting | $51,671 |
CAISSA LLC1 year Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $35,415 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $30,125 |
BLOOMBERG FINANCE LP7 years Service code 49 · EIN 13-3417984 | Other Services | $21,154 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $21,010 |
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 7.20% | 8.28%-1.1pp | 8.46%-1.3pp | 9.11%-1.9pp |
| Employer contribution / active EE | $20,319 | $8,225+147.0% | $25,175-19.3% | $12,231+66.1% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |