Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $205,928 |
LOYOLA UNIVERSITY OF CHICAGO2+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $166,732 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $149,726 |
Filed as: WILLIS TOWERS WATSON Service code 11 191 NORTH WACKER DRIVE, STE 2100 · CHICAGO, IL 606061615 | Actuarial | $129,164 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $111,852 |
DENVER INVESTMENTS2+ years Service code 28 · EIN 84-1284659 | Investment Management | $79,963 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $76,252 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $75,805 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 16 · EIN 95-2755361 | Consulting | $47,785 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $39,324 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | 4.94% | 9.19%-4.3pp | 1.69%+3.2pp | 9.19%-4.3pp |
| Employer contribution / active EE | $12,468 | $12,608-1.1% | $24,295-48.7% | $12,608-1.1% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |