| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,616,164 |
EXELON BUSINESS SERVICES CO9+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $928,752 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $339,935 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 49 · EIN 13-3806691 | Other Services | $83,023 |
ALBOURNE AMERICA LLC7 years Service code 16 · EIN 91-2164625 | Consulting | $52,752 |
CAISSA LLC2 years Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $44,695 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $36,947 |
MITCHELL & TITUS, LLP7 years Service code 10 · EIN 13-2781641 | Accounting | $30,125 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $30,109 |
BLOOMBERG FINANCE LP8 years Service code 49 · EIN 13-3417984 | Other Services | $21,688 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.27% | 18.61%-17.3pp | 4.95%-3.7pp | 9.30%-8.0pp |
| Employer contribution / active EE | $10,819 | $11,871-8.9% | $20,917-48.3% | $12,551-13.8% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |