Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $402,387 |
LOYOLA UNIVERSITY OF CHICAGO6+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $226,394 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $159,408 |
WELLINGTON TRUST COMPANY6+ years Service code 28 · EIN 04-2755549 | Investment Management | $109,182 |
ROBECO INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 98-0202744 | Investment Management | $90,945 |
Service code 28 · EIN 20-0292745 | Investment Management | $85,886 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $36,987 |
BELLLITHO, INC.1 year Filed as: BELL LITHO, INC. Service code 49 370 CROSSEN AVE · ELK GROVE VILLAGE, IL 60007 | Other Services | $6,621 |
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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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 13.31% | 12.86%+0.4pp | 6.78%+6.5pp | 12.86%+0.4pp |
| Employer contribution / active EE | $6,599 | $13,687-51.8% | $28,542-76.9% | $13,687-51.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |