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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $312,859 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $252,553 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $102,610 |
HARTLAND & CO8+ years Filed as: HARTLAND & CO. Service code 16 · EIN 34-1597728 | Consulting | $45,743 |
VICTORY7 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $40,270 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $30,684 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $26,080 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $22,342 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,120 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -21.40% | -2.41%-19.0pp | -38.86%+17.5pp | 23.41%-44.8pp |
| Employer contribution / active EE | $2,792 | $7,691-63.7% | $37,756-92.6% | $12,650-77.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |