Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 TOWERS WATSON INVESTMENT SERVICE · ARLINGTON, VA 22203 | Pension Consulting | $432,536 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $389,768 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 WILLIS TOWERS WATSON · ARLINGTON, VA 22203 | Actuarial | $165,011 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $146,955 |
Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $56,124 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $49,669 |
Service code 28 · EIN 13-3200244 | Investment Management | $35,863 |
Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $25,641 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $22,364 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 7.98% | 10.30%-2.3pp | 7.69%+0.3pp | 9.11%-1.1pp |
| Employer contribution / active EE | $4,320 | $9,006-52.0% | $28,501-84.8% | $12,231-64.7% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |