Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $501,997 |
LOYOLA UNIVERSITY OF CHICAGO7+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $173,532 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $152,270 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $120,798 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 125 HIGH ST, OLIVER ST. TOWER · BOSTON, MA 02110 | Advisory (Plan) | $100,000 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $99,999 |
Service code 28 · EIN 20-0292745 | Investment Management | $91,490 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $39,969 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 49 · EIN 13-4206965 | Other Services | $7,500 |
MCDERMOTT WILL & EMERY LLP6 years Service code 29 · EIN 36-1453176 | Legal | $6,074 |
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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 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 3.79% | 15.63%-11.8pp | 10.56%-6.8pp | 15.63%-11.8pp |
| Employer contribution / active EE | $12,467 | $11,476+8.6% | $28,542-56.3% | $11,476+8.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |