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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT8 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $316,931 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $271,029 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $94,333 |
CLEARSTEAD ADVISORS, LLC1 year Service code 28 · EIN 34-1597728 | Investment Management | $30,925 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $27,769 |
VICTORY9 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $22,897 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,325 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $16,630 |
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $14,744 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 2.32% | 5.48%-3.2pp | 9.82%-7.5pp | 9.30%-7.0pp |
| Employer contribution / active EE | $6,648 | $9,127-27.2% | $30,322-78.1% | $12,551-47.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |