Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $43,343 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $39,876 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $24,371 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $17,135 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $8,033 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $5,723 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $5,085 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 13.55% | 14.13%-0.6pp | 8.93%+4.6pp | 23.90%-10.3pp |
| Employer contribution / active EE | $13,103 | $10,974+19.4% | $43,470-69.9% | $16,539-20.8% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |