Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $460,648 |
LOYOLA UNIVERSITY OF CHICAGO5+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $205,163 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $187,431 |
ROBECO INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 98-0202744 | Investment Management | $95,710 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $90,492 |
Service code 28 · EIN 20-0292745 | Investment Management | $79,063 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $34,000 |
MCDERMOTT WILL & EMERY LLP4 years Service code 29 · EIN 36-1453176 | Legal | $33,110 |
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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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 11.82% | 21.83%-10.0pp | 8.97%+2.9pp | 21.83%-10.0pp |
| Employer contribution / active EE | $8,608 | $12,237-29.7% | $37,026-76.8% | $12,237-29.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |