Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $257,047 |
LOYOLA UNIVERSITY OF CHICAGO10+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $199,539 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $100,000 |
Service code 28 · EIN 20-0292745 | Investment Management | $92,137 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $67,017 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $50,331 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $35,406 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 | Other Services | $22,504 |
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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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 0.12% | 8.76%-8.6pp | 7.82%-7.7pp | 8.76%-8.6pp |
| Employer contribution / active EE | $10,540 | $16,664-36.8% | $31,823-66.9% | $16,664-36.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $365-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |