Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 WILLIS TOWERS WATSON · ARLINGTON, VA 22203 | Actuarial | $550,686 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $288,060 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $140,138 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $127,196 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $33,790 |
Service code 28 · EIN 13-3200244 | Investment Management | $27,717 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $27,711 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.92% | 10.00%-7.1pp | 5.04%-2.1pp | 9.30%-6.4pp |
| Employer contribution / active EE | $2,476 | $10,331-76.0% | $26,454-90.6% | $12,551-80.3% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |