Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $72,108 |
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $26,728 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $22,299 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $16,697 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $10,476 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,084 |
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Annual investment return 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 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | -2.63% | -1.73%-0.9pp | -1.71%-0.9pp | -0.60%-2.0pp |
| Employer contribution / active EE | $10,959 | $10,238+7.0% | $45,357-75.8% | $12,272-10.7% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |