Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $423,405 |
LOYOLA UNIVERSITY OF CHICAGO4+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $181,530 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $165,431 |
ROBECO INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 98-0202744 | Investment Management | $91,031 |
Service code 28 · EIN 20-0292745 | Investment Management | $78,731 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $74,315 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $37,188 |
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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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | -3.02% | 33.37%-36.4pp | -0.33%-2.7pp | 33.37%-36.4pp |
| Employer contribution / active EE | $14,930 | $11,253+32.7% | $25,782-42.1% | $11,253+32.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |